Categories

Discussion List

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  Adding subcategories under "Transfer"

  Answered ✓ Closed DryHeat 135 views 12 comments 0 points Most recent by EL1234 November 2025Using Transfers
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  2

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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 24 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 104 views 7 comments 12 points Most recent by RobWilk November 2025Feature 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 2025Feature Requests
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  Merged: Compare Sub Categories Over Time

  Closed taque 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  Simplifi Suggestions (edited)

  Closed tomba51 32 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  5

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

  Active Max1223 82 views 5 comments 5 points Most recent by bethimusprime November 2025Feature Requests
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  2

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  Add Tax Form 4684

  Active gpolkga 1 view 0 comments 2 points Most recent by gpolkga November 2025Feature Requests
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  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 187 views 9 comments 20 points Most recent by EL1234 October 2025Feature Requests
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  Emoji Category Support

  Closed DK777 23 views 1 comment 0 points Most recent by Coach Natalie October 2025Categories and Tags
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  Unable to select subcategories on the iPad web browser version (edited)

  Closed Membername 87 views 9 comments 0 points Most recent by Coach Jon October 2025Troubleshooting
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  Mileage and rent for schedule C

  Answered ✓ Closed TK_25 42 views 3 comments 0 points Most recent by Coach Natalie October 2025Business Reports
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  Business Categories unavailable within Quicken Business & Personal (edited)

  Closed Padavan21 704 views 32 comments 0 points Most recent by Padavan21 October 2025Report a Bug for Quicken Business & Personal
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  Sub categories will not display on iPad web browser (edited)

  Closed TommyS 31 views 6 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 273 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Why is the transaction categorization so... bad?

  Closed Dognose 113 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 86 views 8 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  How to restore default categories

  Answered ✓ Closed SV97 78 views 1 comment 0 points Most recent by Coach Natalie September 2025Categories and Tags
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  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 23 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  If Payee is new, set Category to Uncategorized

  Active DavidB 23 views 1 comment 6 points Most recent by Dognose September 2025Feature 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 2025Report a Bug
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  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 260 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
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  Account & Category Naming – One Approach

  Closed Dick_Davis 68 views 2 comments 3 points Most recent by Dick_Davis August 2025Share your Success!
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  Subcategories are Grayed out When Parent Category is Checked in Reports (edited)

  Closed buttersh 110 views 10 comments 0 points Most recent by buttersh August 2025Troubleshooting
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  Unable to set Client and Category

  Closed Michael.Tx 12 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug for Quicken Business & Personal
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  Very slow/unresponsive category picker when splitting transactions in Safari on MacOS

  Closed andrewwurtz 2 views 1 comment 0 points Most recent by Coach Natalie August 2025Troubleshooting
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  Remember category corrections

  Closed Julia58 21 views 2 comments 0 points Most recent by DryHeat August 2025Managing Your Transactions
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  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 133 views 9 comments 0 points Most recent by DryHeat August 2025Report a Bug