Managing Categories and Subcategories | Quicken Simplifi Help Center
https://help.simplifimoney.com/en/articles/4378958-managing-categories-and-subcategoriesLearn how to use Categories and Subcategories in Quicken Simplifi
Built-in Categories List
ellejae16
Member ✭
Is there a list anywhere of the built-in categories? I created some and would like to be able to see which ones I created and which ones are built-in.
If no list, would be nice to add it to KB
Tagged:
0
Best Answers
-
I’m not aware of such a list. @Coach Natalie or @Coach Jon can probably tell you.
Since Simplifi categories are so highly editable and/or replaceable the original list are pretty much there as suggestions and to give Simplifi a starting point. The only default categories that can’t be edited or deleted are listed in this support article:
Unalterable categories are: Transfer, Credit Card Payment, Balance Adjustment, and Investment.
All other pre existing categories are editable or even deletable giving the user the highest level of customization.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
This isn’t official, but here’s the best I’ve come up with…
Simplifi's System Categories...
Transaction Related:
Balance Adjustment
Credit Card Payment
Transfer
Uncategorized
Investing Related:
Investing Action
Buy
Sell
Stock Dividend
Reinvest
Reinvest Dividend
Reinvest Interest
Reinvest Long-term Capital Gain
Reinvest Short-term Capital Gain
Income (Div Int. Dist)
Income Dividend
Income Interest
Income Long-term Capital Gain
Income Short-term Capital Gain
*
Income Miscellaneous
Add Shares
Remove Shares
Buy Bonds
Sell Bonds
Margin Interest Expense
*
Miscellaneous Expense
Return of Capital
Stock Split
Short Sell
Buy to Cover
*
Payment/Deposit
* Cash Flow Item
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.1
Answers
This discussion has been closed.