Categories

Discussion List

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  7

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  Show number of transactions linked to a category or tag when viewing Settings > Categories & Tags

  Active Norm6257 53 views 3 comments 7 points Most recent by sbennet1 February 11Feature Requests
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  Requesting followup on bug

  Closed N4KHQ 32 views 3 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
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  How can I make Quicken automatically put transactions in the right category?

  Closed euphonia 90 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
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  Did simplifi add 2 categories: Mortgage Interest and Mortgage Principal under the Mortgage category?

  Answered ✓ Closed EL1234 23 views 4 comments 0 points Most recent by EL1234 February 6Categories and Tags
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  2

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  Add a Tax Line item for HSA contributions [Edited]

  vladinator 15 views 0 comments 2 points Most recent by vladinator January 31Feature Requests
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  Target Circle Card transactions category keeps changing on me

  Closed msl2424 46 views 11 comments 0 points Most recent by Coach Jon January 28Managing Your Transactions
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  QBP: Number Coding Categories (aka Chart of Accounts) [edited]

  Helomav 25 views 1 comment 1 point Most recent by Helomav January 26Quicken Business & Personal Feature Requests
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  Balance adjustments for credit card redemptions

  Closed Ted F 55 views 8 comments 0 points Most recent by DryHeat January 25Feedback
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  How can I include/exclude large, lumpy transactions from Net Income report?

  Closed alisoncap 12 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
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  Let category determine what a missing sign (+/-) implies

  Closed RobWilk 69 views 8 comments 0 points Most recent by EL1234 January 20Categories and Tags
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  44

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

  Active mjodotcom 306 views 19 comments 44 points Most recent by Eric D January 20Feature Requests
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  16

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  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 814 views 21 comments 16 points Most recent by Satch January 14Feature Requests
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  Help setting up new categories and subcategories (edited)

  Answered ✓ Closed jmhull67 153 views 3 comments 0 points Most recent by sbennet1 January 11Categories and Tags
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  In expense report, why are subcategories not grouped with their main category?

  Closed Midwest867 42 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
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  Deleting a Parent Category in Categories & tags displays a spelling error (edited)

  Closed Lady_MCSE 62 views 3 comments 2 points Most recent by Coach Jon January 8Report a Bug
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  16

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  Color coding tags/categories/accounts (edited)

  Active shinyllama 104 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  How do you categorize Car lease payment

  Answered ✓ Closed anandsandy 31 views 1 comment 0 points Most recent by Coach Jon January 1Categories and Tags
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  Watch Lists and Spend Categories can be filtered by selected accounts

  Closed GoBraves 12 views 1 comment 1 point Most recent by Coach Natalie December 2025Feedback
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  9

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  Add Emojis/Icons for Categories (edited)

  Active MoneySkeets 222 views 9 comments 9 points Most recent by stacyvance December 2025Feature Requests
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  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
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  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 73 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
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  QPB: Ability to hide Categories in each Space (edited)

  Active DryHeat 32 views 0 comments 4 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Closed Truthsayer 64 views 5 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 52 views 2 comments 1 point Most recent by Coach Natalie December 2025Managing Your Transactions
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  Paycheck Transaction Wrong in Recent Transactions Dashboard Card

  Closed SRC54 61 views 7 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
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  Position the selection for the category at the one selected.

  Closed dtorg1955 11 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Adding subcategories under "Transfer"

  Answered ✓ Closed DryHeat 118 views 12 comments 0 points Most recent by EL1234 November 2025Using Transfers
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  12

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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 82 views 7 comments 12 points Most recent by RobWilk November 2025Feature Requests