Categories

Discussion List

• 
  Target Circle Card transactions category keeps changing on me

  msl2424 8 views 3 comments 0 points Most recent by EL1234 3:10AMCategories and Tags
• 
  1

  Up Down
  QBP: Number Coding Categories (aka Chart of Accounts) [edited]

  Helomav 27 views 1 comment 1 point Most recent by Helomav January 26Quicken Business & Personal Feature Requests
• 
  Balance adjustments for credit card redemptions

  Ted F 45 views 8 comments 0 points Most recent by DryHeat January 25Feedback
• 
  How can I include/exclude large, lumpy transactions from Net Income report?

  Answered alisoncap 15 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
• 
  Deleted Erroneous Tax Category and Quarterly Estimated Payment Subcategory Still Comes Back

  SRC54 40 views 13 comments 0 points Most recent by SRC54 January 22Report a Bug
• 
  218

  Up Down
  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3K views 65 comments 218 points Most recent by alisoncap January 22Feature Requests
• 
  Let category determine what a missing sign (+/-) implies

  RobWilk 51 views 8 comments 0 points Most recent by EL1234 January 20Categories and Tags
• 
  43

  Up Down
  Add a setting to allow the Category field to show it's full path on transactions (edited)

  Active mjodotcom 285 views 19 comments 43 points Most recent by Eric D January 20Feature Requests
• 
  16

  Up Down
  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 769 views 21 comments 16 points Most recent by Satch January 14Feature Requests
• 
  Help setting up new categories and subcategories (edited)

  Answered ✓ jmhull67 48 views 3 comments 0 points Most recent by sbennet1 January 11Categories and Tags
• 
  In expense report, why are subcategories not grouped with their main category?

  Midwest867 49 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
• 
  Deleting a Parent Category in Categories & tags displays a spelling error (edited)

  Lady_MCSE 41 views 3 comments 2 points Most recent by Coach Jon January 8Report a Bug
• 
  16

  Up Down
  Color coding tags/categories/accounts (edited)

  Active shinyllama 110 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
• 
  How do you categorize Car lease payment

  Answered ✓ anandsandy 26 views 1 comment 0 points Most recent by Coach Jon January 1Categories and Tags
• 
  Watch Lists and Spend Categories can be filtered by selected accounts

  GoBraves 12 views 1 comment 1 point Most recent by Coach Natalie December 2025Feedback
• 
  9

  Up Down
  Add Emojis/Icons for Categories (edited)

  Active MoneySkeets 211 views 9 comments 9 points Most recent by stacyvance December 2025Feature Requests
• 
  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
• 
  9

  Up Down
  QBP: Ability to delete ALL business categories (edited)

  Active Flopbot 90 views 6 comments 9 points Most recent by Flopbot December 2025Quicken Business & Personal Feature Requests
• 
  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 53 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
• 
  3

  Up Down
  QPB: Ability to hide Categories in each Space (edited)

  Active DryHeat 26 views 0 comments 3 points Started by DryHeat December 2025 Quicken Business & Personal Feature Requests
• 
  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Closed Truthsayer 49 views 5 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  Unable to change the category on a linked refund (edited)

  cloudquick 169 views 25 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 36 views 2 comments 0 points Most recent by Coach Natalie December 2025Managing Your Transactions
• 
  Paycheck Transaction Wrong in Recent Transactions Dashboard Card

  Closed SRC54 65 views 7 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
• 
  Position the selection for the category at the one selected.

  Closed dtorg1955 19 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
• 
  Adding subcategories under "Transfer"

  Answered ✓ Closed DryHeat 114 views 12 comments 0 points Most recent by EL1234 November 2025Using Transfers
• 
  2

  Up Down
  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 21 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  11

  Up Down
  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 82 views 7 comments 11 points Most recent by RobWilk November 2025Feature Requests
• 
  9

  Up Down
  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 56 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests