Categories

Discussion List

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  New user…assigning categories

  Answered ✓ GregP 23 views 2 comments 0 points Most recent by GregP October 11Getting Started
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  How do you categorize

  Flopbot 109 views 13 comments 1 point Most recent by DannyB October 5Categories and Tags
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  2
  Allow for Child Support Category to be edited as Income and not default as Expense

  Completed ChristinaSeattle 19 views 2 comments 2 points Most recent by Coach Natalie October 2Feature Requests
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  How can I monitor spending by category AND tag?

  Answered ✓ tylertervooren 26 views 2 comments 0 points Most recent by tylertervooren September 20How do you Quicken Simplifi?
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  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
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  3

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  If Payee is new, set Category to Uncategorized

  Active DavidB 10 views 0 comments 3 points Started by DavidB September 5 Feature Requests
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  How to set a default category for an unrecognized payee?

  Closed DavidB 41 views 3 comments 0 points Most recent by DavidB September 4Managing Your Transactions
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  6

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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

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

  Closed Supervroom 16 views 3 comments 1 point Most recent by Coach Natalie August 12Feedback
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  24

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

  Active Andrew 299 views 13 comments 24 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 178 views 22 comments 0 points Most recent by RockLee August 8Report a Bug
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  14

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

  Active nichodamous 198 views 11 comments 14 points Most recent by UrsulaA August 7Feature Requests
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  26

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

  Active mjodotcom 199 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 37 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 35 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 42 views 4 comments 0 points Most recent by DavidB June 23Categories and Tags
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  Posting negative number

  Closed JXXS 46 views 2 comments 0 points Most recent by DannyB June 10Managing Your Transactions
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  5

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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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  1

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  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
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  3

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  The list of "Most Used Categories" should be the categories you manually select the most (edited)

  Active murribu 40 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 52 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 47 views 2 comments 0 points Most recent by Peripety May 29Using the Spending Plan
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  Force Category Memorization

  Answered ✓ Closed lkstaack 45 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 30 views 2 comments 0 points Most recent by EL1234 May 24Feedback