Categories and Tags

Discussion List

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  Pending vs. Cleared transactions

  Closed tim40 39 views 4 comments 0 points Most recent by tim40 November 7
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  Emoji Category Support

  Closed DK777 13 views 1 comment 0 points Most recent by Coach Natalie October 17
• 
  How to restore default categories

  Answered ✓ Closed SV97 36 views 1 comment 0 points Most recent by Coach Natalie September 15
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  Merged: Limitations in Spending Report

  Closed lwyman 1 view 0 comments 0 points Most recent by SRC54 September 4
• 
  Investment Transaction Activity – How to Handle Employer Matching (edited)

  Answered ✓ Closed Dick_Davis 34 views 6 comments 0 points Most recent by Dick_Davis August 17
• 
  Type ahead ability in the categories and tags

  Closed MoltingPhoenix 22 views 1 comment 1 point Most recent by Coach Jon July 21
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  Memorized Transactions

  Closed morens 36 views 4 comments 0 points Most recent by morens July 15
• 
  How do I add a Transfer Subcategory? (edited)

  Answered ✓ Closed Stevefxp 34 views 4 comments 0 points Most recent by Coach Kristina July 5
• 
  How to treat Unreimbursed Partnership Expenses

  Answered ✓ Closed azevin 13 views 1 comment 0 points Most recent by Coach Kristina June 22
• 
  How to deal with "Restored" Categories? (edited)

  Closed GAP39 21 views 2 comments 0 points Most recent by Coach Natalie May 19
• 
  Tax Line: Form 4562 is missing

  Closed Norm6257 2 views 1 comment 0 points Most recent by Coach Kristina March 22
• 
  Charting Subcategories

  Closed MaverickNH 43 views 1 comment 0 points Most recent by kftrendy March 5
• 
  Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

  Answered ✓ Closed DryHeat 45 views 6 comments 1 point Most recent by Flopbot February 24
• 
  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 13 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 1.3K 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 45 views 2 comments 0 points Most recent by Max1223 November 2024
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  Categories that are Income and Expense

  Closed System 49 views 2 comments 0 points Most recent by Wedo778 November 2024
• 
  I figured out how to remove a tag, but really?!!!

  Closed Ricsimps 87 views 1 comment 0 points Most recent by UrsulaA October 2024
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  How do you categorize

  Closed Flopbot 579 views 13 comments 1 point Most recent by DannyB October 2024
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  Planned Spending Categories not showing correctly. (edited)

  Closed shagazulu 751 views 59 comments 0 points Most recent by Coach Natalie October 2024
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  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 44 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 37 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 508 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 21 views 1 comment 0 points Most recent by DannyB July 2024
• 
  Recategorize multiple split categories

  Closed RoyMath 31 views 3 comments -1 point Most recent by Coach Jon June 2024
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  How to export all Categories

  Answered ✓ Closed DavidB 163 views 4 comments 0 points Most recent by DavidB June 2024
• 
  Simplifi for a small non-profit

  Answered ✓ Closed johnson903 127 views 3 comments 0 points Most recent by Coach Jon May 2024
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  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 22 views 1 comment 0 points Most recent by jkidd22 May 2024