Categories

Discussion List

• 
  Merged: Compare Sub Categories Over Time

  Closed taque 8 views 0 comments 1 point Most recent by RobWilk November 9Feature Requests
• 
  Simplifi Suggestions (edited)

  tomba51 30 views 3 comments 0 points Most recent by Coach Natalie November 7Feedback
• 
  3

  Up Down
  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 40 views 5 comments 3 points Most recent by bethimusprime November 7Feature Requests
• 
  1

  Up Down
  Add Tax Form 4684

  Active gpolkga 7 views 0 comments 1 point Started by gpolkga November 3 Feature Requests
• 
  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Norm6257 164 views 9 comments 20 points Most recent by EL1234 October 28Feature Requests
• 
  210

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

  In Review mcjerbons 2.8K views 63 comments 210 points Most recent by Coach Natalie October 27Feature Requests
• 
  35

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

  Active mjodotcom 255 views 18 comments 35 points Most recent by Dick_Davis October 23Feature Requests
• 
  Emoji Category Support

  DK777 11 views 1 comment 0 points Most recent by Coach Natalie October 17Categories and Tags
• 
  Unable to select subcategories on the iPad web browser version (edited)

  Closed Membername 59 views 9 comments 0 points Most recent by Coach Jon October 3Troubleshooting
• 
  Mileage and rent for schedule C

  Answered ✓ Closed TK_25 31 views 3 comments 0 points Most recent by Coach Natalie October 2Business Reports
• 
  Business Categories unavailable within Quicken Business & Personal (edited)

  Closed Padavan21 225 views 32 comments 0 points Most recent by Padavan21 October 1Report a Bug for Quicken Business & Personal
• 
  [ONGOING] 9/15/25: Duplicate “Taxes” Category

  Coach Jon 47 views 1 comment 0 points Most recent by Coach Jon September 29Known Product Issues
• 
  11

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

  Active shinyllama 83 views 2 comments 11 points Most recent by Coach Natalie September 24Feature Requests
• 
  Sub categories will not display on iPad web browser (edited)

  Closed TommyS 36 views 6 comments 0 points Most recent by Coach Jon September 19Report a Bug
• 
  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 131 views 22 comments 0 points Most recent by Coach Jon September 18Report a Bug
• 
  Why is the transaction categorization so... bad?

  Closed Dognose 50 views 5 comments 0 points Most recent by Coach Jon September 17Managing Your Transactions
• 
  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 47 views 8 comments 0 points Most recent by Dick_Davis September 17Managing Your Transactions
• 
  How to restore default categories

  Answered ✓ Closed SV97 32 views 1 comment 0 points Most recent by Coach Natalie September 15Categories and Tags
• 
  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 17 views 1 comment 0 points Most recent by Coach Jon September 8Using Reports
• 
  5

  Up Down
  If Payee is new, set Category to Uncategorized

  Active DavidB 21 views 1 comment 5 points Most recent by Dognose September 8Feature Requests
• 
  Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

  Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 5Report a Bug
• 
  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 175 views 22 comments 0 points Most recent by PK Millen September 2Troubleshooting
• 
  Account & Category Naming – One Approach

  Closed Dick_Davis 25 views 2 comments 3 points Most recent by Dick_Davis August 29Share your Success!
• 
  Subcategories are Grayed out When Parent Category is Checked in Reports (edited)

  Closed buttersh 77 views 10 comments 0 points Most recent by buttersh August 29Troubleshooting
• 
  Unable to set Client and Category

  Closed Michael.Tx 11 views 2 comments 0 points Most recent by RobWilk August 28Report a Bug for Quicken Business & Personal
• 
  Very slow/unresponsive category picker when splitting transactions in Safari on MacOS

  Closed andrewwurtz 1 view 1 comment 0 points Most recent by Coach Natalie August 27Troubleshooting
• 
  Remember category corrections

  Closed Julia58 12 views 2 comments 0 points Most recent by DryHeat August 23Managing Your Transactions
• 
  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 51 views 9 comments 0 points Most recent by DryHeat August 21Report a Bug