How to restore default categories

SV97
SV97 Member
edited October 15 in Categories and Tags

I wanted to start over with my Simplif account so I deleted all my linked institutions but I also want to delete my custom categories while restoring the default ones that I may have deleted. Is there a way to do this?

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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    @SV97, thanks for posting to the Community!

    Although you can delete Categories manually in Quicken Simplifi by following the steps here, there is no way to restore the default categories at this time.

    However, if you'd like, I can delete your Quicken Simplifi dataset so you can start completely over from scratch. This will remove all of your data and send you back through the Getting Started Flow. Let me know if you'd like to move forward with this option!

    -Coach Natalie

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