Can you tag a category instead of having to tag every transaction?

darmstrong

I am new to Simplifi - I don't see a way to tag a category. As an example, tag the Donation category with a Tax tag. All transactions would be categorized as a Donation and tagged with the Tax tag.

UrsulaA

Sounds like you are requesting a rule to be as follows: if category = donation, then tag as Tax

That feature has been requested below.

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

In the meantime, in the transaction list, you can bulk edit the transactions with the Tax tag by filtering on category = donation. Then, use the multi-edit feature to add the Tax tag.