Overview

Did you know Simplifi will automatically Categorize most of your downloaded transactions for you?! Using a combination of crowdsourcing, nearby payees, and simple logic, we're able to Categorize most transactions correctly the very first time you download!

There are certain circumstances that might require you to recategorize a transaction Simplifi either leaves Uncategorized, or does not correctly Categorize. For example, you may make multiple trips each month to your favorite supermarket for groceries. Simplifi should know to automatically Categorize these transactions under Groceries; however, if you go to the same supermarket for a home improvement project or school supplies, the Category automatically assigned based on similar past transactions (Groceries) will be incorrect for this transaction.

Instructions

To Recategorize a Downloaded Transaction:

1. Hover over the left side panel and click Transactions.
2. Click your desired account.
3. Locate the transaction and click the Category field.
4. Type the Category or Subcategory name and click Enter to save:

5. Alternatively, you can click the Category field, click the drop-down arrow, and select the correct Category or Subcategory from the list:

To Recategorize Multiple Downloaded Transactions (to the same Category):

1. Hover over the left side panel and click Transactions.
2. Click your desired account.
3. Locate the transactions you'd like to recategorize, place a check mark in the boxes to the left of the transaction date, then click the pencil icon.
4. Type or select the correct Category/Subcategory from the drop-down list.
5. Click Save.

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