Categories

Discussion List

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  Ability to automatically assign a Tag when assigning a Category (associate Tags with Categories)

  Active Jsimple123 11 views 0 comments 1 point Started by Jsimple123 November 12 Feature Requests
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  Ability to Automatically Apply Associated Tags When a Category Is Selected (edited)

  Active kgl55428 113 views 3 comments 1 point Most recent by flintster_99 November 10Feature Requests
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  Treat 'Uncategorized' transactions as income or an expense based on the amount (edited)

  Active RobWilk 51 views 1 comment 1 point Most recent by SRC54 November 9Quicken Business & Personal Feature Requests
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  Popup categories list should should show users if they are expense or income

  N4KHQ 53 views 3 comments 0 points Most recent by Coach Aldair November 8Feedback
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  How to correctly categorize business income for an ad hoc invoice?

  Answered Mortimer Duke 28 views 1 comment 0 points Most recent by Coach Kristina November 7Invoices, Estimates, & Sales Receipts
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  Transaction categories default to 'shopping', which is not a category I use (edited)

  FrameAndFinance 67 views 3 comments 0 points Most recent by EL1234 November 5Managing Your Transactions
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  Ability to optionally lock parent category levels so they can't be used (edited)

  Active Flopbot 26 views 0 comments 1 point Started by Flopbot November 4 Feature Requests
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  Is My Quicken Simplifi Data Backed Up? (Edited)

  Josienurse 51 views 1 comment 0 points Most recent by Coach Aldair November 2Getting Started
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  Getting Started with Categories, Subcategories, Income, and Transfers (Edited)

  Answered Josienurse 58 views 1 comment 0 points Most recent by Coach Aldair November 1Getting Started
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  The list of "Most Used Categories" should be the categories you manually select the most (edited)

  Active murribu 220 views 8 comments 10 points Most recent by SRC54 October 26Feature Requests
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  Using AI to categorize Amazon purchases (edited)

  GE001 139 views 2 comments 1 point Most recent by GE001 October 26Managing Your Transactions
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  Has auto categorization gotten worse?

  Answered aruss3ll 45 views 1 comment 0 points Most recent by SRC54 October 25Managing Your Transactions
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  Open question about categorizing insurance.

  Answered Mortimer Duke 61 views 2 comments 0 points Most recent by DryHeat October 25Categories and Tags
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  We need the amazon Retail Purchase Categorization feature for Simplifi (edited)

  sklei 100 views 3 comments 1 point Most recent by GE001 October 24Feedback
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  Ability to deactivate or hide a category that is no longer in use

  Active nylhsa3 250 views 10 comments 19 points Most recent by DryHeat October 16Feature Requests
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  Why is my monthly annuity income being categorized as a credit card payment

  Answered Closed Sharont_2008 63 views 1 comment 0 points Most recent by Coach Aldair October 2Managing Your Transactions
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  Auto-selected categories are worse than ever

  Closed oliverdavid 56 views 1 comment 0 points Most recent by Coach Natalie September 30Feedback
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  Ability to Download/Print the Category List with Subcategories (edited)

  Active Rick K. 798 views 12 comments 19 points Most recent by Coach Natalie September 14Feature Requests
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  Merged: Add Categories Import/Export to CSV button

  Closed F4P6HR6DM 10 views 0 comments 1 point Started by F4P6HR6DM September 12 Feature Requests
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  Renamed category not auto categorizing

  Closed disc2120 50 views 1 comment 0 points Most recent by Coach Aldair September 9Troubleshooting
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  Add Canada-specific Tax Line Items (edited)

  Active MoMoney99 61 views 1 comment 2 points Most recent by CaliM September 5Feature Requests
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  Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

  Active Andrew 671 views 26 comments 32 points Most recent by DryHeat September 2Feature Requests
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 4.1K views 71 comments 235 points Most recent by pbryn1983 September 1Feature Requests
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  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 346 views 10 comments 3 points Most recent by Flopbot August 26Feature Requests
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  How do I get subtotals by sub categories?

  Answered ✓ Closed Andy 99999 81 views 2 comments 0 points Most recent by Andy 99999 August 17Categories and Tags
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  can I create a “Statement Balanced” category? (edited)

  Closed Dick_Davis 123 views 3 comments 0 points Most recent by Coach Natalie August 10Categories and Tags
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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 458 views 13 comments 19 points Most recent by Coach Kristina June 28Feature Requests
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  Ability to import a list of categories (edited)

  Active Anycj 93 views 2 comments 2 points Most recent by Coach Natalie June 15Feature Requests
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  Check boxes for Categories, Tags, Rules to delete multiple items at once (edited)

  Closed Micky1701 61 views 1 comment 1 point Most recent by Coach Natalie June 4Managing Your Transactions