Categories and Tags

Discussion List

• 
  Planned Spending Categories not showing correctly. (edited)

  shagazulu 212 views 31 comments 0 points Most recent by Coach Jon April 24
• 
  If you delete a category, what happens to future transactions?

  Answered ✓ IDBudgetGuy 30 views 2 comments 0 points Most recent by DannyB April 14
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  Getting categories to import from .csv

  muel87 96 views 10 comments 0 points Most recent by muel87 April 13
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  How can I view monthly average spending by catagory

  Bythelake 86 views 6 comments 0 points Most recent by DannyB April 7
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  trouble getting budget categories to show up in reports

  Answered ✓ Matt n Susi 32 views 1 comment 0 points Most recent by DannyB April 5
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  Built-in Categories List

  Answered ✓ Closed ellejae16 64 views 3 comments 0 points Most recent by ellejae16 March 18
• 
  All account transaction uncategorized

  Closed vhegde 45 views 3 comments 0 points Most recent by vhegde March 3
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  Categorizing reinvestment of dividend transaction

  Closed simplira 90 views 5 comments 0 points Most recent by Coach Natalie February 19
• 
  High Level Categories for Accounts (edited)

  Answered ✓ Closed Michaelbg76 72 views 2 comments 0 points Most recent by ajbopp January 20
• 
  How do I add spending categories?

  Answered ✓ Closed Susie 89 views 5 comments 0 points Most recent by RobWilk January 6
• 
  How to apply category to a vendor for all past transactions (Simplifi)

  Answered ✓ Closed Magnus 94 views 1 comment 0 points Most recent by UrsulaA January 4
• 
  Auto-hide a category from Spending & Reports

  Answered ✓ Closed aolafsson 112 views 2 comments 0 points Most recent by aolafsson December 2023
• 
  Move/delete/merge Mint categories?

  Answered ✓ Closed theromm 315 views 5 comments 1 point Most recent by theromm December 2023
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  Mint Transactions Did Not Sync Categories After Importing to Simplifi

  Answered ✓ Closed DanJ82 130 views 6 comments 0 points Most recent by DanJ82 November 2023
• 
  Enable rules to only apply to a particular account?

  Closed dachtler 61 views 3 comments 0 points Most recent by Coach Natalie November 2023
• 
  Can I delete the credit card payment, or balance adjustment categories?

  Answered ✓ Closed dave_sxxxxx 35 views 1 comment 0 points Most recent by Flopbot November 2023
• 
  Are there plans to add investment related categories?

  Answered ✓ Closed FutureEye 61 views 2 comments 0 points Most recent by FutureEye November 2023
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  Request to allow creation of new categories/tags from within transactions and not from settings

  Closed draaboulhosn 69 views 2 comments 0 points Most recent by ps56k November 2023
• 
  Is there a way to Delete a category?

  Answered ✓ Closed RobWilk 163 views 2 comments 0 points Most recent by RobWilk October 2023
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  Can pending transaction categories not be changed?

  Answered ✓ Closed pawebb 82 views 1 comment 0 points Most recent by SRC54 September 2023
• 
  Help with creating custom categories

  Answered ✓ Closed BeeeTeee 386 views 4 comments 1 point Most recent by DannyB August 2023
• 
  Merged: Would like to be able to add categories

  BeeeTeee 1 view 0 comments 1 point Started by BeeeTeee August 2023
• 
  Can Simplifi payees use same category assignments as Quicken?

  Answered ✓ Closed checkyourmirrors 56 views 2 comments 0 points Most recent by Shermani May 2023
• 
  Can I restore default categories?

  Answered ✓ Closed rbusch86 193 views 4 comments 0 points Most recent by Flopbot March 2023