Overview
Quicken Simplifi automatically categorizes downloaded transactions, but you can change a category if needed. This is useful when a transaction is categorized incorrectly or you want to use a custom category. You can easily update transaction categories from the mobile app.
Recategorizing Using the Swipe Feature:
You can easily recategorize your transactions by swiping to the left on the transaction.
Recategorizing From the All Transactions Page:
Tap the Menu (three-line icon), then select Transactions.
Find and tap the transaction you want to recategorize.
Tap Category, then scroll through the list or use the search bar to find the category you want.
Select the new category.
Tap Update.
Recategorizing From the Accounts Page:
Tap the Menu (three-line icon), then select Transactions.
Select the account containing the transaction.
Find and tap the transaction you want to recategorize.
Tap Category, then scroll through the list or use the search bar to find the category you want.
Select the new category.
Tap Update.
To learn more about Recategorizing Transactions on the Quicken Simplifi Web App, please click here!
If you need help editing a transaction, see Managing Transactions in the Quicken Simplifi Mobile App.
If you have any questions about Quicken Simplifi, our support team is here to help.