Categories

Discussion List

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

  In Review mcjerbons 2.8K views 64 comments 211 points Most recent by santoshamb December 4Feature Requests
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  Unable to change the category on a linked refund (edited)

  cloudquick 108 views 25 comments 0 points Most recent by Coach Jon December 2General Troubleshooting
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  How to display all category levels in Quicken Simplifi register?

  Eric D 21 views 2 comments 0 points Most recent by Coach Natalie December 2Managing Your Transactions
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  Paycheck Transaction Wrong in Recent Transactions Dashboard Card

  SRC54 39 views 7 comments 0 points Most recent by Coach Natalie November 26Troubleshooting
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  Position the selection for the category at the one selected.

  dtorg1955 16 views 1 comment 0 points Most recent by Coach Jon November 24Managing Your Transactions
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  Adding subcategories under "Transfer"

  Answered ✓ DryHeat 59 views 12 comments 0 points Most recent by EL1234 November 23Using Transfers
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 18 views 2 comments 2 points Most recent by DryHeat November 19Feature Requests
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  9

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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 68 views 7 comments 9 points Most recent by RobWilk November 19Feature Requests
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  9

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

  Active Flopbot 52 views 2 comments 9 points Most recent by Coach Natalie November 12Feature Requests
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  Merged: Compare Sub Categories Over Time

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

  Closed tomba51 37 views 3 comments 0 points Most recent by Coach Natalie November 7Feedback
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 40 views 5 comments 4 points Most recent by bethimusprime November 7Feature Requests
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  Add Tax Form 4684

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

  Completed Closed Norm6257 169 views 9 comments 20 points Most recent by EL1234 October 28Feature Requests
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  Add a setting to allow the Category field to show it's full path on transactions (edited)

  Active mjodotcom 262 views 18 comments 35 points Most recent by Dick_Davis October 23Feature Requests
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  Emoji Category Support

  Closed DK777 13 views 1 comment 0 points Most recent by Coach Natalie October 17Categories and Tags
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  Unable to select subcategories on the iPad web browser version (edited)

  Closed Membername 60 views 9 comments 0 points Most recent by Coach Jon October 3Troubleshooting
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  Mileage and rent for schedule C

  Answered ✓ Closed TK_25 32 views 3 comments 0 points Most recent by Coach Natalie October 2Business Reports
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  Business Categories unavailable within Quicken Business & Personal (edited)

  Closed Padavan21 239 views 32 comments 0 points Most recent by Padavan21 October 1Report a Bug for Quicken Business & Personal
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  [ONGOING] 9/15/25: Duplicate “Taxes” Category

  Coach Jon 54 views 1 comment 1 point Most recent by Coach Jon September 29Known Product Issues
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 85 views 2 comments 11 points Most recent by Coach Natalie September 24Feature Requests
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  Sub categories will not display on iPad web browser (edited)

  Closed TommyS 38 views 6 comments 0 points Most recent by Coach Jon September 19Report a Bug
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 137 views 22 comments 0 points Most recent by Coach Jon September 18Report a Bug
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  Why is the transaction categorization so... bad?

  Closed Dognose 52 views 5 comments 0 points Most recent by Coach Jon September 17Managing Your Transactions
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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 50 views 8 comments 0 points Most recent by Dick_Davis September 17Managing Your Transactions
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  How to restore default categories

  Answered ✓ Closed SV97 36 views 1 comment 0 points Most recent by Coach Natalie September 15Categories and Tags
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  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 18 views 1 comment 0 points Most recent by Coach Jon September 8Using Reports
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  If Payee is new, set Category to Uncategorized

  Active DavidB 21 views 1 comment 6 points Most recent by Dognose September 8Feature Requests
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  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