Ability to import a list of categories (edited)

Anycj

I have already spent a week adding categories and still have another 183 categories to add. This product is extremely frustrating as it could all be solved by enabling a simple import. Please allow us to import and make corrections to all categories.

Anycj

We need to have the possibility to connect tags to categories.

Coach Natalie

@Anycj, thanks for posting your suggestion to the Community!

I have turned this into an Idea post requesting the ability to import a list of categories so other users can vote for it and our product team can review it. For more details on how Idea posts work here in the Community, please see our FAQ:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Regarding your comment about tags, if you are looking to import a list of tags as well, I'd recommend creating a new Idea post specifically for that. If you are looking for the ability to connect tags to categories, I believe something like this quickfill request would meet your needs:

https://community.simplifimoney.com/discussion/2561/ability-to-use-transaction-rules-quickfill-for-manual-transactions-edited

If so, be sure to add your vote and feedback! Otherwise, I wanted to share our help article on how tags work in Quicken Simplifi in case it helps with your current workflow: https://support.simplifi.quicken.com/en/articles/4378963-using-tags-to-organize-transactions-in-quicken-simplifi