Categories

Discussion List

• 
  -1

  Up Down
  Group Planned Spending Items by Category

  Active JMoney 10 views 0 comments -1 point Started by JMoney November 19 Feature Requests
• 
  Third level category not rolling up properly in Reports (edited)

  RickS 35 views 5 comments 2 points Most recent by RickS November 13Report a Bug
• 
  4

  Up Down
  Ability to manage Investment Categories under Settings (edited)

  Active FutureEye 53 views 1 comment 4 points Most recent by mb996 November 8Feature Requests
• 
  24

  Up Down
  Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

  Active Andrew 315 views 15 comments 24 points Most recent by RobWilk November 6Feature Requests
• 
  One expense, different categories

  Answered ✓ Grendizerus 20 views 2 comments 0 points Most recent by DannyB November 4Managing Your Transactions
• 
  Categories that are Income and Expense

  System 11 views 2 comments 0 points Most recent by Wedo778 November 4Categories and Tags
• 
  New user…assigning categories

  Answered ✓ Closed GregP 40 views 2 comments 0 points Most recent by GregP October 11Getting Started
• 
  How do you categorize

  Closed Flopbot 156 views 13 comments 1 point Most recent by DannyB October 5Categories and Tags
• 
  2
  Allow for Child Support Category to be edited as Income and not default as Expense

  Completed Closed ChristinaSeattle 27 views 2 comments 2 points Most recent by Coach Natalie October 2Feature Requests
• 
  How can I monitor spending by category AND tag?

  Answered ✓ Closed tylertervooren 36 views 2 comments 0 points Most recent by tylertervooren September 20How do you Quicken Simplifi?
• 
  Use categories to adjust expense/budget categories by the "refund" cash inflow amount.

  Closed FiddleB 17 views 1 comment 1 point Most recent by UrsulaA September 10Feedback
• 
  3

  Up Down
  If Payee is new, set Category to Uncategorized

  Active DavidB 12 views 0 comments 3 points Started by DavidB September 5 Feature Requests
• 
  How to set a default category for an unrecognized payee?

  Closed DavidB 42 views 3 comments 0 points Most recent by DavidB September 4Managing Your Transactions
• 
  6

  Up Down
  Show Splits Upon Hover in Transaction Activity (edited)

  Active AZSharps 97 views 2 comments 6 points Most recent by UrsulaA August 24Feature Requests
• 
  Display Category & Subcategory in Planned Spending view on the iOS app

  Closed System 22 views 2 comments 0 points Most recent by Coach Kristina August 18Feedback
• 
  add "last category" as an option

  Closed Supervroom 16 views 3 comments 1 point Most recent by Coach Natalie August 12Feedback
• 
  Does anyone else have an incomplete breakdown by category for 12 months in watchlist in web app?

  Closed UrsulaA 183 views 22 comments 0 points Most recent by RockLee August 8Report a Bug
• 
  14

  Up Down
  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 200 views 11 comments 14 points Most recent by UrsulaA August 7Feature Requests
• 
  26

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

  Active mjodotcom 202 views 15 comments 26 points Most recent by UrsulaA August 7Feature Requests
• 
  Merged: Show parent category when displaying a sub-category

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

  Closed Paul Wood 41 views 2 comments 1 point Most recent by Coach Kristina July 20Categories and Tags
• 
  Is there a way to set the category amount to $0 for an individual category?

  Answered ✓ Closed jnjeffers 35 views 3 comments 0 points Most recent by jnjeffers July 19Categories and Tags
• 
  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
• 
  Recategorize multiple split categories

  Closed RoyMath 34 views 3 comments -1 point Most recent by Coach Jon June 26Categories and Tags
• 
  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
• 
  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
• 
  How to export all Categories

  Answered ✓ Closed DavidB 52 views 4 comments 0 points Most recent by DavidB June 23Categories and Tags
• 
  Posting negative number

  Closed JXXS 54 views 2 comments 0 points Most recent by DannyB June 10Managing Your Transactions
• 
  5

  Up Down
  Ability to group Categories under Settings>Categories page (edited)

  Active Chrobrego 84 views 3 comments 5 points Most recent by thistleberry June 9Feature Requests
• 
  1

  Up Down
  Option to "show all" when clicking on a transaction's payee or category (edited)

  Active QQQ 16 views 0 comments 1 point Started by QQQ June 9 Feature Requests