How to categorize (edited)

robynbiener315

I have several things in account that are not categorized. How do I do that?

UrsulaA

You can edit the transactions from the transaction list, one by one or in bulk. You can apply needed categories while editing.

More info here https://help.simplifimoney.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#edit-a-transaction

I use the bulk edit category feature often, it is handy.

DannyB

@robynbiener315

Hover over the transaction that is currently "uncategorized" and click on the 3 dot menu on the far right of the transaction. Select "View transaction" and a "Transaction detail" window will launch. There is a "Category" field right below the "Amount" field. Click on the arrow on the right side of the box and a dropdown menu of all your categories will appear. You can scroll through the list and select the appropriate category. Right below the "Category" field is the "Split" link that will allow you to split the transaction across multiple categories is desired/needed. You can add as many splits as needed.