Ability to Restore Default Categories List (edited)

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purdnost
purdnost Member ✭✭✭✭
edited September 2021 in Feature Requests
As a new user, I’ve been busy editing and deleting category presets as well as adding some of my own. I noticed that there isn’t a way to restore the categories list to the app defaults.

The only challenge I could see with implementing such a feature would be how this would affect custom categories that have been assigned to transactions. Prompts to replace the custom categories with one from the default list could be a potential remedy.
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  • purdnost
    purdnost Member ✭✭✭✭
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    I just discovered that if I attempt to delete a custom category that is already assigned to one or more transactions, I receive the following prompt:

    Delete Refund
    You have 1 transaction assigned to [category]
    Select a category to reassign them.

    So, this same prompt could be used with the above suggestion, but it could end up being a list prompt, or a series of prompts.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    Hello All, 

    This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

    If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here. 

    Thank you,

    Quicken Simplifi Community Support Team

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