Tag Exclusions

tboykin

Simplifi uses Tags, however, the tag effectively does nothing except act as a mark for personal tracking purposes. I would love to see the ability to make rules for tags. For instance, the ability to tag a retirement contribution "retirement" (for example) and automatically have that excluded from planned income as that should be separated. Or the ability to hide items with specific tags from the spending plan.

Coach Kristina

Hello @tboykin,

Thank you for sharing your feedback! You're not the only one who would like to see this functionality added to Quicken Simplifi. Please take a look at these Idea threads and add your vote if it's something you'd like to see added in the future:

https://community.simplifimoney.com/discussion/104/transaction-rules-for-tags-edited-2-merged-votes

https://community.simplifimoney.com/discussion/938/transaction-rules-for-automatically-ignoring-including-transactions-edited-1-merged-vote

Thank you!