Categories and Tags

Discussion List

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  How to not have automatic transfers to savings count as income? (edited)

  Answered ✓ Closed Kelacom 56 views 7 comments 1 point Most recent by DryHeat April 30
• 
  Consider adding a subcategory of expense under "Travel"

  Closed dangela4700 23 views 1 comment 0 points Most recent by SRC54 February 14
• 
  Did simplifi add 2 categories: Mortgage Interest and Mortgage Principal under the Mortgage category?

  Answered ✓ Closed EL1234 23 views 4 comments 0 points Most recent by EL1234 February 6
• 
  Let category determine what a missing sign (+/-) implies

  Closed RobWilk 67 views 8 comments 0 points Most recent by EL1234 January 20
• 
  Transfer to a retirement account to a FSA/HSA, allow to mark as pre-tax for reports?

  Answered ✓ Closed TiggerTrainer 31 views 1 comment 1 point Most recent by SRC54 January 13
• 
  Help setting up new categories and subcategories (edited)

  Answered ✓ Closed jmhull67 149 views 3 comments 0 points Most recent by sbennet1 January 11
• 
  How do you categorize Car lease payment

  Answered ✓ Closed anandsandy 31 views 1 comment 0 points Most recent by Coach Jon January 1
• 
  Pending vs. Cleared transactions

  Closed tim40 86 views 4 comments 0 points Most recent by tim40 November 2025
• 
  Emoji Category Support

  Closed DK777 11 views 1 comment 0 points Most recent by Coach Natalie October 2025
• 
  How to restore default categories

  Answered ✓ Closed SV97 52 views 1 comment 0 points Most recent by Coach Natalie September 2025
• 
  Merged: Limitations in Spending Report

  Closed lwyman 1 view 0 comments 0 points Most recent by SRC54 September 2025
• 
  Investment Transaction Activity – How to Handle Employer Matching (edited)

  Answered ✓ Closed Dick_Davis 83 views 6 comments 0 points Most recent by Dick_Davis August 2025
• 
  Type ahead ability in the categories and tags

  Closed MoltingPhoenix 21 views 1 comment 1 point Most recent by Coach Jon July 2025
• 
  Memorized Transactions

  Closed morens 61 views 4 comments 0 points Most recent by morens July 2025
• 
  How do I add a Transfer Subcategory? (edited)

  Answered ✓ Closed Stevefxp 53 views 4 comments 0 points Most recent by Coach Kristina July 2025
• 
  How to treat Unreimbursed Partnership Expenses

  Answered ✓ Closed azevin 24 views 1 comment 0 points Most recent by Coach Kristina June 2025
• 
  How to deal with "Restored" Categories? (edited)

  Closed GAP39 22 views 2 comments 0 points Most recent by Coach Natalie May 2025
• 
  Tax Line: Form 4562 is missing

  Closed Norm6257 1 view 1 comment 0 points Most recent by Coach Kristina March 2025
• 
  Charting Subcategories

  Closed MaverickNH 41 views 1 comment 0 points Most recent by kftrendy March 2025
• 
  Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

  Answered ✓ Closed DryHeat 53 views 6 comments 1 point Most recent by Flopbot February 2025
• 
  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 12 views 1 comment 1 point Most recent by Coach Jon February 2025
• 
  Has anyone figured a good process for categorizing their Amazon purchases and bringing them in?

  Closed lts 1.7K views 14 comments 0 points Most recent by SomeVashonFolks January 2025
• 
  Merged: New "untagged" filter in Reports/Filter/Tags

  Mango2024 1 view 0 comments 1 point Most recent by Mango2024 August 2024