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Discussion List

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  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 26Feature Requests
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  Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

  Closed aolafsson 310 views 12 comments 6 points Most recent by UrsulaA January 21Managing Your Transactions
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  How to categorize (edited)

  Answered ✓ Closed robynbiener315 64 views 2 comments 0 points Most recent by DannyB January 17Managing Your Transactions
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  Bug: Rule on deleted category sets to NOTFOUND

  Closed y11 28 views 1 comment 0 points Most recent by Coach Natalie January 17Report a Bug
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  How do I get Simplifi to stop categorizing until I get set up?

  Answered ✓ Closed Puppy Granny 62 views 3 comments 0 points Most recent by Flopbot January 16Getting Started
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  Credit Card

  Answered ✓ Closed rjcherian 112 views 1 comment 0 points Most recent by DannyB January 14Managing Your Transactions
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  Export categories & associations from Simplifi to Quicken?

  Answered ✓ Closed James-edmunds 239 views 2 comments 0 points Most recent by Coach Natalie January 12Managing Your Transactions
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  Change category of multiple transactions for a vendor

  Answered ✓ jojomosgo 57 views 1 comment 0 points Most recent by jojomosgo January 12Managing Your Transactions
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  Merged: Potential bug with Spending Plan & Planned Spending

  jasonld 21 views 0 comments 0 points Started by jasonld January 11 Report a Bug
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  Categorize manually

  Answered ✓ Closed MJ Ballard 76 views 3 comments 0 points Most recent by Coach Kristina January 9Managing Your Transactions
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  How do I add spending categories?

  Answered ✓ Closed Susie 117 views 5 comments 0 points Most recent by RobWilk January 6Categories and Tags
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  Merged: Mark whole categories as exempt from spending by default

  mellamoes 11 views 0 comments 2 points Started by mellamoes January 4 Feature Requests
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  Type to Search for Category Transactions on Main Page (edited)

  Closed z83792 35 views 1 comment 0 points Most recent by z83792 December 2023Managing Your Transactions
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  "Locking in" Categories

  Answered ✓ Closed Thomas56 68 views 4 comments 0 points Most recent by Thomas56 December 2023Managing Your Transactions
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  Exclude category from Spending Plan

  Closed fioravantek 66 views 2 comments 0 points Most recent by Coach Natalie December 2023Feedback
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  Merged: Amazon Transaction Connection

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

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

  Answered ✓ Closed aolafsson 214 views 1 comment 0 points Most recent by UrsulaA December 2023Investments
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  Categorizing Investment Transactions

  Answered ✓ Closed joerg5510 952 views 7 comments 2 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Bulk Tag/Category Assignment

  Answered ✓ Closed g262simple 135 views 1 comment 2 points Most recent by UrsulaA December 2023Managing Your Transactions
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  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
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  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
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  Auto-hide a category from Spending & Reports

  Answered ✓ Closed aolafsson 230 views 2 comments 0 points Most recent by aolafsson December 2023Categories and Tags
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  Merged: Allow to select multiple subcategories in Spending Plan Planned Spending groups

  Max1223 21 views 0 comments 2 points Started by Max1223 December 2023 Feature Requests
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  Thank You for the Category Reassignment Prompt

  Closed UrsulaA 43 views 0 comments 4 points Started by UrsulaA December 2023 Feedback
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  Merged: Ability to create categorization rules by payee name AND account name

  freckle14 1 view 0 comments 1 point Started by freckle14 December 2023 Feature Requests
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  Move/delete/merge Mint categories?

  Answered ✓ Closed theromm 412 views 5 comments 1 point Most recent by theromm December 2023Categories and Tags
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  Merged: Edit multiple transaction on Mobile App

  danmeek88 1 view 0 comments 1 point Started by danmeek88 December 2023 Feature Requests