Overview
Quicken Simplifi automatically categorizes your transactions using smart logic and nearby payee data, and it usually does a great job. However, there are times when some transactions are categorized incorrectly. Whether it’s groceries categorized as “Shopping” or a paycheck missing its “Income” category, Simplifi gives you the tools to recategorize any transaction in just a few clicks.
Note: You can use the transaction Rules feature to help ensure the right Category is assigned every time. Learn more about this helpful feature in How to Use Transaction Rules.
Recategorize a Single Transaction
Hover over the left panel and click Transactions.
Locate the transaction you'd like to recategorize and click on its Category field.
Click the drop-down arrow to select a category from the list or type in the category.
Note: If the category you're looking for isn't listed, you can create a new one.
Press Enter on your keyboard or click off the transaction to save the changes.
Bulk Recategorize Transactions
Hover over the left panel and click Transactions.
Locate the transactions to recategorize, hover over each one, and check the box to the left of each transaction.
Click the pencil icon in the upper-right corner of the Transactions view.
Note: Users with Early Access enabled: Your Transaction view may look different. For more details, click here.
Select Category and then click the drop-down arrow to select a category from the list or type in the category.
Click Apply when done.
If you're looking for the steps specific to the mobile app, please see our article on Recategorizing Your Transactions on the Mobile App.
If you have any questions or need help recategorizing your transactions in Quicken Simplifi, reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.