Ability to Download/Print the Category List with Subcategories (edited)
I have a lot of categories and would like to have a print out, both to make changes to it and to review it while categorizing transactions.
Comments
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I'd appreciate this idea too and voted accordingly. Until something like this is actually implemented, something you might find helpful would be to keep a separate spreadsheet with an up-to-date list of your categories. At the beginning of each new year, I copy old 2022 sheet and rename it to 2023 so, in the end, I have a historical record of how my categories change over time. This been a pretty helpful practice for me - yes, it's double entry and a bit tedious.
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.1 -
I'm a new user, and strongly agree with other two posters!
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Just signed up today. Find it unusual that you can't print a list of categories to review and edit.
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This gets my vote. Seems like a good idea.
In general, more ability to print (or generate a pdf for download which can be printed) seems desirable.
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Rob Wilkens0 -
+1 from me. Having the ability to export/print categories would improve my ability to manage our finances.
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me too!
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Mint convert here. Definitely need this! With lots of categories, it's necessary to have a download to refer to
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