Overview

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! Still, there may be times 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.

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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