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November 08, 2012
by Chris Swenson

Simple Remembers your Transaction Edits

simple guilloche

One of the joys of using Simple is making your data yours. For every transaction in your Activity, you can edit the name, see it on a map, categorize it, and add helpful hashtags for easy filtering. We thought it would be cool to highlight a small tweak we’ve made that makes personalizing your data a bit easier. Simple will now remember how you edit transactions, and automatically edit future transactions to reflect your preferences.

Let’s say the data Simple gets from the merchant always has the merchant’s name spelled incorrectly. In the past, you’d have to rename “Jane’s Book Stor” every time you bought something there. Now, you can change it once, and we’ll remember that for future transactions at Jane’s.

In addition, we also try to learn from how you categorize your transactions, so that future transactions will be categorized correctly. For instance, Starbucks is considered by the card network (on whose data we base our categories) to be in the “Fast Food” category. Many of our customers would prefer it were categorized as “Coffee & Tea.” We keep track of how you change the categories, and when a new transaction comes in, we will automatically try to use the category you prefer.

We will be improving edits and categories even more over the coming weeks (including using multiple customers’ edits to help our systems learn better descriptions). Feel free to send us feedback on Twitter, Facebook, or via Simple’s in-app messaging.