Ability to deactivate or hide a category that is no longer in use

nylhsa3
nylhsa3 Member ✭
edited August 2025 in Feature Requests

The goal would be to "hide" or "deactivate" categories so that they no longer show up in the list of categories available to add to new transactions, but without deleting them completely so that old transactions with those categories can keep them.

An example would be I have a wedding category, and we got married and so it's no longer relevant, but the algorithm still tries to auto categorize things to that category. So I have to manually fix it.

Tagged:
15
Up Down
15 votes

Active · Last Updated

Comments

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭

    Agree!

    Chris
    Quicken Simplifi user since 2021.
    Quicken Desktop user since 2014.
    Spreadsheet user since forever.

  • EL1234
    EL1234 Member ✭✭✭✭

    I like this idea. It might make sense for tags, too, but categories would be more important.

  • Stroobs
    Stroobs Member ✭

    Keeping categories in the master category list makes sense for historical reasons, but having the ability to hide categories from selection menus or from attempting to auto-fill when entering a category name into a transaction would be beneficial.

    For example, when i enter the word "Cost" into the category field in a transaction, I get all of the results from the business category "Cost of Goods Sold", which I then have to sort through to find a personal category containing the word "Cost". It would be great if there we a way to hide a category from displaying on transaction entry or from attempting to auto-fill during entry.

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited March 22

    I upvoted as well. For some strange reason, there is one category that lately QS insists that we have although it makes no sense. It serves no purpose and is not used anywhere in QS that I have found. Apparently, it is used in QBP. I want to delete it, but definitely need to hide it and move it so I can more easily ignore it!

    I expected to have total control of my categories and payees and accounts when I started with Simplifi. It is one of the reasons I chose the product.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭

    This is a workaround, not a long-term solution, but this is how I've handled categories I don't need anymore, but am not quite ready to get rid of, yet.

    This is the best you can do with the current build.

    image.png

    Chris
    Quicken Simplifi user since 2021.
    Quicken Desktop user since 2014.
    Spreadsheet user since forever.

Categories