Categories

Discussion List

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  Show us Your Categories!

  Flopbot 77 views 4 comments 2 points Most recent by Coach Natalie June 14How do you Simplifi?
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  Ability to Show or Hide Categories and Tags from Reports and Spending [edited] (2 Merged Votes)

  Active mcjerbons 197 views 9 comments 20 points Most recent by featheredinvite May 29Feature Requests
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  [RESOLVED] 5/23/22: Newly created datasets are missing Categories

  Closed Coach Natalie 43 views 1 comment 0 points Most recent by Coach Natalie May 23Known Product Issues
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  Display category hierarchy in Transaction View (edited)

  Active shannondwilkins 15 views 2 comments 3 points Most recent by Norm6257 April 3Feature Requests
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  New user question....can I credit a refund to an expense category?

  Answered ✓ Closed StarbucksBob 24 views 3 comments 0 points Most recent by Coach Natalie March 25Managing your Transactions
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  Just Categories are Missing

  Closed robhally 23 views 6 comments 0 points Most recent by xdumaine February 20Report a Bug
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  Category changes made from Mobile aren't syncing to Web (edited)

  Closed Flopbot 30 views 5 comments 0 points Most recent by Flopbot February 2Report a Bug
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  manually added account doesn't appear under Transfer category

  Answered ✓ Closed Jonathan 12 views 2 comments 0 points Most recent by Jonathan January 7Troubleshooting
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  Same Payee but on different accounts need to be assigned to different category

  Closed barjohn 23 views 2 comments 0 points Most recent by barjohn January 7Managing your Transactions
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  Categories and Subcategories

  Answered ✓ Closed Adi 46 views 2 comments 0 points Most recent by Flopbot December 2021Using the Spending Plan
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  Add ability to have multiple layers of Subcategories [edited] (1 Merged Vote)

  Active Andrew 38 views 5 comments 4 points Most recent by SRC54 December 2021Feature Requests
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  Merged: Track and categorize transactions in brokerage accounts

  bellini100 1 view 0 comments 1 point Started by bellini100 December 2021 Feature Requests
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  #TipTuesday: Categories vs. Tags

  Closed Coach Natalie 310 views 1 comment 0 points Most recent by kscooley November 2021Managing your Transactions
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  What is Category [N/A]?

  Answered ✓ Flopbot 34 views 7 comments 0 points Most recent by Coach Natalie November 2021Troubleshooting
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  Rental property: income and expenses

  Answered ✓ Closed Eddy M 78 views 1 comment 0 points Most recent by Coach Natalie November 2021Managing your Transactions
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  A really simple idea!

  Closed Jedp 21 views 4 comments 1 point Most recent by Coach Natalie November 2021How do you Simplifi?
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  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 40 views 2 comments 2 points Most recent by Rkg November 2021Feature Requests
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  Blank Screen when attempting to delete category and reassign transactions

  Closed mjn1979 41 views 7 comments 0 points Most recent by Coach Natalie October 2021Report a Bug
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  Can't Create Sub Category Under "Investments" Category

  Closed tapierce 21 views 1 comment 0 points Most recent by Coach Natalie October 2021Investments
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  Ability to have both Income and Expense Subcategories within one main Category (edited)

  Active JTurn 11 views 0 comments 2 points Started by JTurn September 2021 Feature Requests
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  Allow for Child Support Category to be edited as Income and not default as Expense

  Active ChristinaSeattle 14 views 1 comment 1 point Most recent by Coach Natalie September 2021Feature Requests
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  How Do You Categorize Your Simplifi Subscription?

  Answered ✓ Closed purdnost 16 views 1 comment 0 points Most recent by mjn1979 September 2021Managing your Transactions
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  Mobile App - Issue with Changing a Category Name (edited)

  Closed purdnost 12 views 1 comment 0 points Most recent by Coach Natalie September 2021Troubleshooting
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  Merged: Mobile App - White Screen When Reassigning a Category During Deletion

  purdnost 1 view 0 comments 0 points Started by purdnost September 2021 Report a Bug
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  Ability to Restore Default Categories List (edited)

  Active purdnost 29 views 1 comment 2 points Most recent by purdnost September 2021Feature Requests
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  Mobile App: Ability to create a subcategory when entering a transaction [edited] (1 Merged Vote)

  Active RobA1701 22 views 5 comments 2 points Most recent by purdnost September 2021Feature Requests
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  Investment Classification & Categorization?

  Answered ✓ Closed 5impl5abi 45 views 1 comment 0 points Most recent by Coach Natalie August 2021Investments
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  Exclude Category/Tag from reporting?

  Answered ✓ Closed shinyllama 60 views 1 comment 0 points Most recent by Coach Natalie August 2021Managing your Transactions
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  Issue when entering categories

  Closed Flopbot 11 views 4 comments 0 points Most recent by Flopbot August 2021Report a Bug
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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 45 views 1 comment 7 points Most recent by Coach Natalie August 2021Feature Requests