Built-in Categories List

ellejae16

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

DannyB

@ellejae16

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:

https://help.simplifimoney.com/en/articles/4378958-managing-categories-and-subcategories

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.

Flopbot

@ellejae16

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

ellejae16

thank you @Flopbot ! Sometimes you just want to reset with the guidance of the default configuration.