Categories

Discussion List

• 
  Recategorize all transactions from the transactions page

  Closed jjdeutsch 69 views 4 comments 0 points Most recent by jjdeutsch February 2024Managing Your Transactions
• 
  categories splitting

  Closed GHK 33 views 1 comment 0 points Most recent by ajbopp February 2024Managing Your Transactions
• 
  Savings or Escrow accounts best practices

  Closed johnpw 68 views 2 comments 0 points Most recent by Flopbot February 2024Managing Your Transactions
• 
  Monthly Summary Wrong Top Payee & Top Category vs Reports

  Closed zeroskatr512 25 views 2 comments 0 points Most recent by zeroskatr512 January 2024Using Reports
• 
  Importing Categories, Transfers, and Splits

  Answered ✓ Closed dmignola 423 views 11 comments 0 points Most recent by UrsulaA January 2024Feedback
• 
  11

  Up Down
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Active Norm6257 112 views 4 comments 11 points Most recent by UrsulaA January 2024Feature Requests
• 
  Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

  Closed aolafsson 320 views 12 comments 6 points Most recent by UrsulaA January 2024Managing Your Transactions
• 
  How to categorize (edited)

  Answered ✓ Closed robynbiener315 66 views 2 comments 0 points Most recent by DannyB January 2024Managing Your Transactions
• 
  Bug: Rule on deleted category sets to NOTFOUND

  Closed y11 30 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
• 
  How do I get Simplifi to stop categorizing until I get set up?

  Answered ✓ Closed Puppy Granny 63 views 3 comments 0 points Most recent by Flopbot January 2024Getting Started
• 
  Credit Card

  Answered ✓ Closed rjcherian 114 views 1 comment 0 points Most recent by DannyB January 2024Managing Your Transactions
• 
  Export categories & associations from Simplifi to Quicken?

  Answered ✓ Closed James-edmunds 264 views 2 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions
• 
  Change category of multiple transactions for a vendor

  Answered ✓ jojomosgo 63 views 1 comment 0 points Most recent by jojomosgo January 2024Managing Your Transactions
• 
  Merged: Potential bug with Spending Plan & Planned Spending

  jasonld 21 views 0 comments 0 points Started by jasonld January 2024 Report a Bug
• 
  Categorize manually

  Answered ✓ Closed MJ Ballard 77 views 3 comments 0 points Most recent by Coach Kristina January 2024Managing Your Transactions
• 
  How do I add spending categories?

  Answered ✓ Closed Susie 125 views 5 comments 0 points Most recent by RobWilk January 2024Categories and Tags
• 
  Merged: Mark whole categories as exempt from spending by default

  mellamoes 11 views 0 comments 2 points Started by mellamoes January 2024 Feature Requests
• 
  Type to Search for Category Transactions on Main Page (edited)

  Closed z83792 36 views 1 comment 0 points Most recent by z83792 December 2023Managing Your Transactions
• 
  "Locking in" Categories

  Answered ✓ Closed Thomas56 70 views 4 comments 0 points Most recent by Thomas56 December 2023Managing Your Transactions
• 
  Exclude category from Spending Plan

  Closed fioravantek 69 views 2 comments 0 points Most recent by Coach Natalie December 2023Feedback
• 
  Merged: Amazon Transaction Connection

  macalmon 1 view 0 comments 1 point Started by macalmon December 2023 Feature Requests
• 
  Merged: More Category Levels

  macalmon 11 views 0 comments 1 point Started by macalmon December 2023 Feature Requests
• 
  How are transactions in Investment Accounts supposed to be categorized?

  Answered ✓ Closed aolafsson 222 views 1 comment 0 points Most recent by UrsulaA December 2023Investments
• 
  Categorizing Investment Transactions

  Answered ✓ Closed joerg5510 1K views 7 comments 2 points Most recent by UrsulaA December 2023Managing Your Transactions
• 
  Bulk Tag/Category Assignment

  Answered ✓ Closed g262simple 144 views 1 comment 2 points Most recent by UrsulaA December 2023Managing Your Transactions
• 
  How do I filter to ONLY the top level category in the Transactions screen?

  Answered ✓ Closed aolafsson 44 views 2 comments 0 points Most recent by aolafsson December 2023Managing Your Transactions
• 
  Merged: Ability to filter to ONLY the top level category in the Transactions screen

  aolafsson 11 views 0 comments 3 points Started by aolafsson December 2023 Feature Requests
• 
  Auto-hide a category from Spending & Reports

  Answered ✓ Closed aolafsson 246 views 2 comments 0 points Most recent by aolafsson December 2023Categories and Tags