Ability to sync Amazon/Major Retailer order details [edited] (1 Merged Vote)

jonathanhle
jonathanhle Member ✭✭
edited December 2021 in Feature Requests
Just about 100% of the people I know have an Amazon account at this point.  It would be amazing to have some workflow/features that would help us split the credit card charges by the Amazon purchase details, when categorizing/splitting.

I know someone wrote an Amazon order detail syncing thing for another product, just hoping in the future simplifi is able to do something similar.  
44 votes

In Review · Last Updated

We are currently reviewing options for this request!

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @jonathanhle,

    Thanks for posting this to the Community!

    I have gone ahead and turned this into an Idea post so that other Users can vote on it. Please be sure to add your vote as well!  :)

    -Coach Natalie
  • scottnliz
    scottnliz Member ✭✭✭✭
    Yes.  Also would love to have more detailed categorization/breakdown of purchases at Walmart between groceries and other things. 
  • Simplifi does such a beautiful job of categorizing transactions with the exception of Amazon. Is there any plans to request Amazon use a code within their vendor transaction to indicate a general categorization for groceries, services, entertainment, clothing, pets etc? 

    I’m spending a lot of time trying to break down my purchases from Amazon.  As many people already know, Amazon will take an entire order and break it into 10 packages and charges.
  • Need to be optional.  Don't need my wife seeing half the frivolous crap I buy on Amazon. 
  • Hello, I see that this has been brought up already but sifting through Amazon and/or PayPal purchases remains tedious. Is there any movement on improving the categorization of these types of purchases?
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @Shaun252,

    Thank you for taking the time to post to the Community!

    I have gone ahead and merged your post with an existing Idea post requesting this same type of ability. Although I'm not currently aware of any plans to implement anything like this, you'll definitely want to follow this post for any future updates.

    Please let me know if you have any questions! :smile:

    -Coach Natalie
  • jondehen
    jondehen Member
    @Coach Natalie other financial aggregators (not naming names) pull the full payee name which includes the product.  Specifically, this is for the Synchrony Amazon Prime Store Card.

    For example, here's the same transaction:

    Simplifi: Amazon
    Others (including Synchrony): AMAZON RETAIL SEATTLE WA Cerama Bryte Cooktop Cleaning SHIPPING AND TAX

    I'm going to guess that it's probably a separate field than what Simplifi is pulling.  Yes, the Payee IS Amazon, but not pulling the full transaction details is real disadvantage Simplifi has.  We cannot create rules around these transactions to automatically categorize them.

    Can you have your developers check the API for this connection?  Thank you!
  • jondehen
    jondehen Member
    @"Coach Natalie" I discovered (with help from chat support) that the entire transaction IS being pulled into Simplifi, but it's only visible when the transaction is expanded. So the feature request is to add that text to the Payee, or provide other means of created rules based on the full transaction text.
  • jondehen
    jondehen Member
    @Coach Natalie
    do you have any thoughts of feedback on using the transaction details (which has the product name) for certain accounts?  I greatly miss auto-categorizing my embarrassingly large amount of subscribe and save purchases.  This is the number one time sucker by far in my experience.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @jondehen,

    Thanks for reaching out!

    I know that our Product Team is considering options for this request, however, I'm not sure what exactly they're looking at to make it happen. I agree that this would be a great enhancement to Simplifi, especially for Amazon -- it would no doubt save a lot of people a lot of time!

    I will be sure to keep everyone posted as soon as we receive an update from our Team on this. :blush:

    -Coach Natalie
  • barjohn
    barjohn Member
    I agree with this suggestion but would add ability to categorize by the account making the payment and or amount of payment (looking beyond Amazon).
  • flav
    flav Member
    +1

    Thanks!