Discussion List

• 
  Tax Line: Form 4562 is missing

  Norm6257 7 views 1 comment 0 points Most recent by Coach Kristina March 22
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  Charting Subcategories

  MaverickNH 24 views 1 comment 0 points Most recent by kftrendy March 5
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  Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

  Answered ✓ Closed DryHeat 36 views 6 comments 1 point Most recent by Flopbot February 24
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  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 11 views 1 comment 1 point Most recent by Coach Jon February 14
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  Has anyone figured a good process for categorizing their Amazon purchases and bringing them in?

  Closed lts 537 views 14 comments 0 points Most recent by SomeVashonFolks January 13
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  Does QS have an "and" function when using tags for searches?

  Closed Max1223 42 views 2 comments 0 points Most recent by Max1223 November 2024
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  Categories that are Income and Expense

  Closed System 33 views 2 comments 0 points Most recent by Wedo778 November 2024
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  I figured out how to remove a tag, but really?!!!

  Closed Ricsimps 55 views 1 comment 0 points Most recent by UrsulaA October 2024
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  How do you categorize

  Closed Flopbot 391 views 13 comments 1 point Most recent by DannyB October 2024
• 
  Planned Spending Categories not showing correctly. (edited)

  Closed shagazulu 705 views 59 comments 0 points Most recent by Coach Natalie October 2024
• 
  Merged: New "untagged" filter in Reports/Filter/Tags

  Mango2024 1 view 0 comments 1 point Started by Mango2024 August 2024
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  Please add a way to add a category from the transaction

  Closed Paul Wood 43 views 2 comments 1 point Most recent by Coach Kristina July 2024
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  Is there a way to set the category amount to $0 for an individual category?

  Answered ✓ Closed jnjeffers 31 views 3 comments 0 points Most recent by jnjeffers July 2024
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  How can I select multiple transactions and apply the same category / tag to all of them?

  Answered ✓ Closed Zen Brodie 239 views 2 comments 0 points Most recent by DannyB July 2024
• 
  How can I open multiple Tabs / Windows with Quicken Simplifi in my browser?

  Answered ✓ Closed Zen Brodie 22 views 1 comment 0 points Most recent by DannyB July 2024
• 
  Recategorize multiple split categories

  Closed RoyMath 32 views 3 comments -1 point Most recent by Coach Jon June 2024
• 
  How to export all Categories

  Answered ✓ Closed DavidB 100 views 4 comments 0 points Most recent by DavidB June 2024
• 
  Simplifi for a small non-profit

  Answered ✓ Closed johnson903 95 views 3 comments 0 points Most recent by Coach Jon May 2024
• 
  Trying to export csv with hidden from reports marked

  Answered ✓ Closed jkidd22 21 views 2 comments 0 points Most recent by Coach Kristina May 2024
• 
  Where do I go to import net worth data???

  Answered ✓ Closed jkidd22 21 views 1 comment 0 points Most recent by jkidd22 May 2024
• 
  How do I add accounts to the Reports > Savings tab

  Answered ✓ Closed jkidd22 32 views 2 comments 0 points Most recent by jkidd22 May 2024
• 
  If you delete a category, what happens to future transactions?

  Answered ✓ Closed IDBudgetGuy 41 views 2 comments 0 points Most recent by DannyB April 2024
• 
  Getting categories to import from .csv

  Closed muel87 270 views 10 comments 0 points Most recent by muel87 April 2024
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  How can I view monthly average spending by catagory

  Closed Bythelake 342 views 6 comments 0 points Most recent by DannyB April 2024
• 
  trouble getting budget categories to show up in reports

  Answered ✓ Closed Matt n Susi 94 views 1 comment 0 points Most recent by DannyB April 2024
• 
  Built-in Categories List

  Answered ✓ Closed ellejae16 199 views 3 comments 0 points Most recent by ellejae16 March 2024
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  All account transaction uncategorized

  Closed vhegde 81 views 3 comments 0 points Most recent by vhegde March 2024
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  Categorizing reinvestment of dividend transaction

  Closed simplira 268 views 5 comments 0 points Most recent by Coach Natalie February 2024
• 
  High Level Categories for Accounts (edited)

  Answered ✓ Closed Michaelbg76 81 views 2 comments 0 points Most recent by ajbopp January 2024
• 
  How do I add spending categories?

  Answered ✓ Closed Susie 145 views 5 comments 0 points Most recent by RobWilk January 2024