the auto categorization feature is creating more work for me than it is eliminating. How do I disable this feature?
the auto categorization "feature" is creating many incorrectly categorized line items. In fact, it places every single ingested line item with an assigned category as suspect and I've had to field calls from my accounting assistant to handle incorrectly assigned items.
I've spent a lot of time cleaning up AI mistakes preparing for the 2020 tax return and would prefer to have ingested line items left as un-categorized so that I have confidence in the category assignments. That you can't see category assignments in the reconciliation process makes dealing with the plentiful mistakes much more time consuming and frustrating.
I would like to completely disable the feature. How is this done?
Hey @xvn !
I'm sorry to hear that. I'm afraid that this feature cannot be disabled. For a bit more information and context around this feature, I suggest checking out this Community discussion.
Hi - thanks for getting back to me!
The discussion thread that you referred me to drives home the point that the feature doesn't work well for many people and hasn't for a couple of years. An on/off switch seems a reasonable ask. The "context" is that a lot of people don't like it and it complicates their work.
Accounting apps shouldn't "inject" random noise and advising users to just do a better job of training the algorithm as the only work around after more than 2 years of issues isn't aging well.
I'd rather walk the transaction log and do the categorizing using the bulk edit feature when I can. That would be just a fast as what I have to do now. If an entry is assigned a category, I know that I did it or someone on my behalf. That confidence is worth whatever possible time the feature might save and at this time, it is costing time and is just an aggravation.
I'm volunteering to help test a no categorization on transaction data ingest beta feature.
I understand your frustration and concern here, and I agree with you. With that being said, I'm happy to let you know that our Books and Machine Learning team have reviewed the feedback and customer expectations around this feature and are scoping out improvements for later this year. For the time being, though, there is no option to disable our auto-categorization feature. Sorry about this.
Thanks for the reply and the good news that this is being looked at in consideration of customer feedback. I hope that the only improvement isn't "better AI" as it's just never going to be good enough. As an example, there's no way that it can divine what an Amazon Prime purchase is for; i.e.: office supplies, research equipment, tools, items that go on a BOM, etc... from the information that winds up on the credit data import line description. It was even randomly mis-categorizing account interest income which was one of the more consistent patterns. Opting out must be an option.
Having category assignments visible in the reconciliation dialog would be a nice way to provide a quick check of proper categorization at that step in account maintenance whether one uses the AI feature or not. You can make display of that column optional if users don't want to use up screen real estate for it.
pps. I want to be able to trust the dashboard. If the pie chart says I spent 25% on food, I don't want to have to spend more time making sure the transactions were properly categorized. Further, if it says 10% of my transactions are uncategorized I want to be confident I should spend some time there - auto categorizing effectively removes this feedback from the dashboard.
Hello! Me again.
Sorry, just adding another up vote request and use case.
I noticed I had over ~111 USD in office supplies. I checked the transactions; there were three. Most of the transactions were food and clothing. One of them was split and marked as office supplies. That transaction was for 5.98 USD.
Almost a 96 USD mis-categorization across three or four transactions, which includes the split transactions.
As a developer I appreciate what Wave is trying to do here. As a user it is really disrupting my flow and making me not trust the categorization of my transactions.
If we can't turn it off, it would be nice if the transactions were marked in some way as being categorized automatically by Wave not by me. With that said, having both would be ideal.
Yes, the auto-categorization is completely messing up the way I do bookkeeping. Items are uncategorized until I review and categorize them. AND Wave often categorizes by merchant. That does not work, especially since Wave does not offer classes or tags or sub-categories. I need to categorize by expense and I have numerous similar expense categorize that help me identify the job or property or class or sub-category.
I need to be able to DEACTIVATE this feature. If not, we will be moving to different software at. the end of the year.
I have to pile on here.
The auto-categorization feature provides a terrible user experience! Even if it were competent at picking the right categories, which it isn't, many or most users would probably turn it off if you gave us the option.
We NEED the ability to manually review and categorize transactions without the interdiction of some AI. I don't think this should be regarded as optional.
Please disable or allow us to disable this feature ASAP
In addition to making extra review necessary, this messes with the accrual basis accounting I am trying to do. I've already coded the check as Outstanding Checks - I need this to come in as Uncategorized, so I can transfer it to Outstanding Checks and keep the expense in the proper month. This feature is doubling up my expenses.
I understand that you invest so much in AI that your company feels "married to it". But this marriage is not working for everyone you've forced into it. So please give us an on/off button.
The auto merge (for duplicates) experience would actually be pretty perfect for this. (I work in software development and know there's possibility for overlapping priorities and feature builds, so, pardon the presumptions.)
The row where the automated merge is suggested is highlighted a different color and includes two non-color indicators; a left border and the image of a bot where the review check is.
(This could make it easier for research as well. How often did the bot flag something and how often will it need to be changed by the user? For the one I'm showing at the moment I want the processing date, not the transaction date. The first record has the receipt and the transaction date, while the second has the processing date; so, I'll need to edit the merged record, but at least I know it's there and my account balances aren't thrown off, which is what used to happen in these cases.)
I was quite excited about this feature and the possibility of it helping more toward a solution for this concern related to automatic categorization. I went ahead and categorized my transactions and it appears transactions normally automatically marked as habit-tobacco were marked as uncategorized. Thank you.
Will keep you posted.