Categories

Discussion List

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  If Payee is new, set Category to Uncategorized

  Active DavidB 7 views 0 comments 2 points Started by DavidB September 5 Feature Requests
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  How to set a default category for an unrecognized payee?

  Answered DavidB 31 views 3 comments 0 points Most recent by DavidB September 4Managing Your Transactions
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  How do you categorize

  Flopbot 26 views 4 comments 1 point Most recent by SRC54 September 4Categories and Tags
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  Show Splits Upon Hover in Transaction Activity (edited)

  Active AZSharps 96 views 2 comments 6 points Most recent by UrsulaA August 24Feature Requests
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  Display Category & Subcategory in Planned Spending view on the iOS app

  System 11 views 2 comments 0 points Most recent by Coach Kristina August 18Feedback
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  add "last category" as an option

  Supervroom 15 views 3 comments 1 point Most recent by Coach Natalie August 12Feedback
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  Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

  Active Andrew 294 views 13 comments 22 points Most recent by DPLowsley August 11Feature Requests
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  Does anyone else have an incomplete breakdown by category for 12 months in watchlist in web app?

  Closed UrsulaA 175 views 22 comments 0 points Most recent by RockLee August 8Report a Bug
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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 196 views 11 comments 14 points Most recent by UrsulaA August 7Feature Requests
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  Add a setting to allow the Category field to show it's full path on transactions (edited)

  Active mjodotcom 195 views 15 comments 26 points Most recent by UrsulaA August 7Feature Requests
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  Merged: Show parent category when displaying a sub-category

  Motty 6 views 0 comments 1 point Started by Motty August 7 Feature Requests
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  Please add a way to add a category from the transaction

  Closed Paul Wood 26 views 2 comments 1 point Most recent by Coach Kristina July 20Categories and Tags
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  Is there a way to set the category amount to $0 for an individual category?

  Answered ✓ Closed jnjeffers 31 views 3 comments 0 points Most recent by jnjeffers July 19Categories and Tags
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  Merged: Planned Spending shows first subcategory instead of main category

  Wedo778 4 views 0 comments 1 point Started by Wedo778 July 19 Report a Bug
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  Recategorize multiple split categories

  Closed RoyMath 33 views 3 comments -1 point Most recent by Coach Jon June 26Categories and Tags
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  Merged: Connect and categorize transactions from major online retailers (ex. Amazon)

  Braidedscull 3 views 0 comments 1 point Started by Braidedscull June 25 Feature Requests
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  Merged: Add "Amount of transaction" option to Payee Rules set-up...

  seeinghuman 3 views 0 comments 1 point Started by seeinghuman June 24 Feature Requests
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  How to export all Categories

  Answered ✓ Closed DavidB 39 views 4 comments 0 points Most recent by DavidB June 23Categories and Tags
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  Posting negative number

  Closed JXXS 41 views 2 comments 0 points Most recent by DannyB June 10Managing Your Transactions
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  Ability to group Categories under Settings>Categories page (edited)

  Active Chrobrego 84 views 3 comments 5 points Most recent by thistleberry June 9Feature Requests
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  Option to "show all" when clicking on a transaction's payee or category (edited)

  Active QQQ 15 views 0 comments 1 point Started by QQQ June 9 Feature Requests
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  The list of "Most Used Categories" should be the categories you manually select the most (edited)

  Active murribu 39 views 3 comments 3 points Most recent by Coach Natalie June 7Feature Requests
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  Simplifi for a small non-profit

  Answered ✓ Closed johnson903 47 views 3 comments 0 points Most recent by Coach Jon May 29Categories and Tags
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  How to categorize insurance claim payments?

  Answered ✓ Closed Peripety 41 views 2 comments 0 points Most recent by Peripety May 29Using the Spending Plan
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  Force Category Memorization

  Answered ✓ Closed lkstaack 42 views 1 comment 0 points Most recent by UrsulaA May 28Managing Your Transactions
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  Feature Request - Please Add the Ability to Hide Categories

  Closed msegal1000 29 views 2 comments 0 points Most recent by EL1234 May 24Feedback
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.2K views 48 comments 161 points Most recent by Max1223 May 21Feature Requests
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  Glitches in Settings > Categories list (edited)

  Closed Mach1Pony 181 views 17 comments 2 points Most recent by Coach Natalie May 20Report a Bug
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  Include multiple categories in a spending plan

  Closed yan5yug 40 views 1 comment 1 point Most recent by RobWilk May 16Using the Spending Plan
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  Include Categories and/or Tags in "Link to Existing Recurring" dialog

  Active ajbopp 42 views 1 comment 4 points Most recent by WillardSB May 16Feature Requests