Categories

Discussion List

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  Credit Card

  Answered ✓ Closed rjcherian 108 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 221 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 56 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 75 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 113 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 62 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 207 views 1 comment 0 points Most recent by UrsulaA December 2023Investments
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  Categorizing Investment Transactions

  Answered ✓ Closed joerg5510 908 views 7 comments 2 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Bulk Tag/Category Assignment

  Answered ✓ Closed g262simple 126 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 213 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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  Mobile App: Display the full Category Name when searching the Categories list (edited)

  Active Flopbot 73 views 0 comments 0 points Started by Flopbot December 2023 Feature Requests
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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 405 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
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  PayPal payments with credit card - how to categorize?

  Answered ✓ Closed theromm 319 views 6 comments 0 points Most recent by theromm December 2023Managing Your Transactions
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  Category checkbox on iPhone mini

  Closed Atm111 99 views 9 comments 2 points Most recent by Coach Natalie December 2023Report a Bug
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  Ability to Collapse/Expand all Categories in Settings (edited)

  Active alkaboy 44 views 0 comments 4 points Started by alkaboy November 2023 Feature Requests
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  Category Import from Mint

  Completed Closed jfrylove 1.4K views 6 comments 2 points Most recent by Emacken November 2023Feature Requests
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  Sub-categories under Education

  Answered ✓ Closed moneymanager2023 43 views 1 comment 1 point Most recent by RobWilk November 2023Getting Started