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Categories

Automatically categorize or tag certain transactions as work expense?

Answered sanford78 13 views 1 comment 0 points Most recent by DannyB September 25Managing your Transactions
Show Us Your Categories Redux

DannyB 16 views 1 comment 1 point Most recent by Coach Natalie September 19How do you Simplifi?
[ONGOING] 9/13/22: Deleted Categories are reappearing after signing out and back in

Announcement Closed Coach Natalie 26 views 0 comments 1 point Started by Coach Natalie September 13 Known Product Issues
0

Ability to search expense/income category at assignment

Already Offered luke 23 views 1 comment 0 points Most recent by RobWilk August 7Feature Requests
1

Up Down

Indicate 'closed' accounts in the Category list when creating Transfers (edited)

Active RobWilk 23 views 0 comments 1 point Started by RobWilk August 1 Feature Requests
Any System Categories?

Answered ✓ Closed Flopbot 23 views 2 comments 0 points Most recent by Coach Natalie July 29Managing your Transactions
Show us Your Categories!

Closed Flopbot 117 views 5 comments 2 points Most recent by Flopbot July 29How do you Simplifi?
Spending Plan by Sub Category

Answered ✓ Closed Mobolanles 31 views 1 comment 0 points Most recent by Flopbot June 25Using the Spending Plan
22

Up Down

Ability to Show or Hide Categories and Tags from Reports and Spending [edited] (2 Merged Votes)

Active mcjerbons 227 views 9 comments 22 points Most recent by featheredinvite May 29Feature Requests
[RESOLVED] 5/23/22: Newly created datasets are missing Categories

Closed Coach Natalie 44 views 1 comment 0 points Most recent by Coach Natalie May 23Archived Posts
4

Up Down

Display category hierarchy in Transaction View (edited)

Active shannondwilkins 14 views 2 comments 4 points Most recent by Norm6257 April 3Feature Requests
New user question....can I credit a refund to an expense category?

Answered ✓ Closed StarbucksBob 23 views 3 comments 0 points Most recent by Coach Natalie March 25Managing your Transactions
Just Categories are Missing

Closed robhally 22 views 6 comments 0 points Most recent by xdumaine February 20Report a Bug
Category changes made from Mobile aren't syncing to Web (edited)

Closed Flopbot 25 views 5 comments 0 points Most recent by Flopbot February 2Report a Bug
manually added account doesn't appear under Transfer category

Answered ✓ Closed Jonathan 16 views 2 comments 0 points Most recent by Jonathan January 7Troubleshooting
Same Payee but on different accounts need to be assigned to different category

Closed barjohn 21 views 2 comments 0 points Most recent by barjohn January 7Managing your Transactions
Categories and Subcategories

Answered ✓ Closed Adi 43 views 2 comments 0 points Most recent by Flopbot December 2021Using the Spending Plan
4

Up Down

Add ability to have multiple layers of Subcategories [edited] (1 Merged Vote)

Active Andrew 42 views 5 comments 4 points Most recent by SRC54 December 2021Feature Requests
Merged: Track and categorize transactions in brokerage accounts

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

Closed Coach Natalie 332 views 1 comment 0 points Most recent by kscooley November 2021Managing your Transactions
What is Category [N/A]?

Answered ✓ Flopbot 33 views 7 comments 0 points Most recent by Coach Natalie November 2021Troubleshooting
Rental property: income and expenses

Answered ✓ Closed Eddy M 104 views 1 comment 0 points Most recent by Coach Natalie November 2021Managing your Transactions
A really simple idea!

Closed Jedp 21 views 4 comments 1 point Most recent by Coach Natalie November 2021How do you Simplifi?
2

Up Down

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
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
Can't Create Sub Category Under "Investments" Category

Closed tapierce 25 views 1 comment 0 points Most recent by Coach Natalie October 2021Investments
2

Up Down

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
1

Up Down

Allow for Child Support Category to be edited as Income and not default as Expense

Active ChristinaSeattle 13 views 1 comment 1 point Most recent by Coach Natalie September 2021Feature Requests
How Do You Categorize Your Simplifi Subscription?

Answered ✓ Closed purdnost 21 views 1 comment 0 points Most recent by mjn1979 September 2021Managing your Transactions
Mobile App - Issue with Changing a Category Name (edited)

Closed purdnost 11 views 1 comment 0 points Most recent by Coach Natalie September 2021Troubleshooting

/* * These styles apply ONLY to the header and footer assets. */ * { padding: 0; margin: 0; box-sizing: border-box; } .footer { background: #f5f5f6; color: #555a62; font-size: 14px; line-height: 1.5; padding: 18px 0; } .footer-wrap { padding-left: 18px; padding-right: 18px; max-width: 1236px; margin: 0 auto; } .footer a { color: #0291db; } .footer a:hover { color: #0276b3; } .footer-row { display: flex; flex-wrap: wrap; justify-content: space-between; align-items: center; margin: -3px; } .footer-col { padding: 0 3px; } .footer-col-copyRight { justify-content: flex-start; } .footer-col-logo { justify-content: flex-end; } .footer-col-copyRight, .footer-col-logo { flex: 1; display: flex; } .logo { width: 124px; height: 27px; opacity: 0.6; } @media screen and (max-width: 768px) { .footer-row { display: block; } .footer-col { width: 100%; text-align: center; margin: 6px 0; } .footer-col:first-child { margin-top: 0; } .footer-col:last-child { margin-bottom: 0; } .footer-col-copyRight, .footer-col-logo { justify-content: center; } .logo { margin: 0 auto; } } /*# sourceMappingURL=styles.css.map */

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