How do I add spending categories?

Susie
Susie Member
edited February 5 in Categories and Tags

Hi,

I am brand new to Simplify, and I am trying to add spending categories like I did with my older version of Quicken. I have contacted Simplify support multiple times, but no one ever answers and they never return my voicemails. Does any one know how to actually get technical support from Simplifi?

Thanks,

Susie

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Best Answer

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓

    Go to the account in question, enter a transaction, select the category you want in the transaction details, save it.

    —
    Rob Wilkens

Answers

  • ajbopp
    ajbopp Member ✭✭✭✭

    I'm not sure what you are requesting. Can you provide more details about what you expect versus what you are experiencing?

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

  • Susie
    Susie Member

    I would like to manually add in my expenses to the different categories. How do I do that?

    Many thanks,

    Susie

  • Susie
    Susie Member

    Thank you, that is very helpful!! How do I get a report of all my spending per month by category?

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Click the reports icon on the left side, that not only takes you to all the reports, but the spending report is the first one it bring you to.

    —
    Rob Wilkens

This discussion has been closed.

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