How do I add spending categories?

Susie · January 6

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

RobWilk · January 6

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

ajbopp · January 6

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

Susie · January 6

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

Many thanks,

Susie

Susie · January 6

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

RobWilk · January 6

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.

How do I add spending categories?

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