Overview

Simplifi will automatically categorize most of your downloaded transactions for you. Using a combination of crowdsourcing, nearby payees, and simple logic, we can categorize most transactions correctly the first time you download! Still, there may be times when Simplifi doesn't categorize a transaction properly or leaves it uncategorized. In those instances, you'll need to recategorize your transaction.

For example, let's say you may make multiple trips to your favorite supermarket for groceries each month. Simplifi should automatically know to categorize these transactions under Groceries; however, if you go to the same supermarket for personal or school supplies, the Category automatically assigned based on similar past transactions (Groceries) would be incorrect.

Recategorizing Transactions

Recategorize a Single Downloaded Transaction

  1. Hover over the panel on the left-hand side and select Transactions.

  2. Select the desired account.

  3. Locate that transaction you'd like to recategorize and click into the Category field.

  4. Click the drop-down arrow to select a Category from the list or type the Category in. Note: If needed, you can also create a new Category when recategorizing a transaction.

  5. Press Enter on your keyboard or click off of the transaction to save it.

Recategorize Multiple Downloaded Transactions to the same Category

  1. Hover over the panel on the left-hand side and select Transactions.

  2. Select the desired account.

  3. Locate the transactions you'd like to recategorize and place a checkmark in the box to the left of each one.

  4. Click the pencil icon at the top left of the Transaction Activity.

  5. Select Category and then click the drop-down arrow to select a Category from the list or type the Category in. Note: If needed, you can also create a new Category when recategorizing multiple transactions.

  6. Click Apply when done.

To learn more about Recategorizing Transactions on the Simplifi Mobile App, please click here!

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