Categories

Unable to delete business categories after downgrading to a personal-only subscription

Closed System 135 views 26 comments 0 points Most recent by Coach Natalie April 2025Report a Bug

Simplifi incorrectly auto-naming and auto-categorizing and hasn't learned from corrections

Closed Vivek 67 views 1 comment 0 points Most recent by Coach Kristina March 2025Troubleshooting

Merged: Ability to set transaction rules within individual accounts

Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests

Merged: Custom Accounts List (edited)

Closed MtnCreed 1 view 0 comments 1 point Most recent by MtnCreed March 2025Feature Requests

Customize categories?

Answered ✓ Closed neencollc 242 views 9 comments 0 points Most recent by Coach Tara March 2025Business Categories

7

QBP: Ability to disable unused business categories

Completed Closed msw 102 views 3 comments 7 points Most recent by Coach Tara March 2025Quicken Business & Personal Feature Requests

Charting Subcategories

Closed MaverickNH 41 views 1 comment 0 points Most recent by kftrendy March 2025Categories and Tags

Principal 401k Transactions

Answered ✓ Closed futurepotato 94 views 1 comment 0 points Most recent by Coach Kristina March 2025Managing Your Transactions

2

Mobile App: Don't cut off Category Names when searching the Categories list on transactions

Active Flopbot 163 views 8 comments 2 points Most recent by Flopbot February 2025Feature Requests

4

Add Medical Tax Line Items (edited)

Active explorer2024 23 views 2 comments 4 points Most recent by DryHeat February 2025Feature Requests

Color code transactions that haven't been manually categorized (aka autocategorized)

Closed jknutson 12 views 1 comment 1 point Most recent by Coach Jon February 2025Categories and Tags

Tax Forms [hover] descriptions are a nice feature

Closed Max1223 11 views 1 comment 2 points Most recent by Coach Natalie February 2025Feedback

Spending Plan doesn't recognize third level categories

Closed Then13 76 views 7 comments 1 point Most recent by Coach Jon February 2025Report a Bug

Categorizing distributions from retirement investment accounts

Closed Sandra W. 168 views 3 comments 0 points Most recent by DannyB February 2025Managing Your Transactions

New Feature Alert: Tax Line Items & Taxes Report!

Closed Coach Natalie 21.6K views 0 comments 10 points Most recent by Coach Natalie February 2025Updates From the Product Team

2

Tax Line Items: Missing an assignment location for self-employed health insurance (edited)

Active fcb 72 views 6 comments 2 points Most recent by fcb February 2025Feature Requests

Improvements to Transfers: Assign categories and have them show up in reports [Edited]

Closed squirrelbeforesunset 23 views 2 comments 0 points Most recent by Coach Natalie February 2025Feedback

2

Make Bicycling a default subcategory under Auto & Transport

Active mswire 24 views 3 comments 2 points Most recent by dsfreddy January 2025Feature Requests

Tax Line Items

Answered ✓ Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie January 2025Feedback

Excluding"Hold" income from projected cash flow?

Closed mikeyheights 52 views 7 comments 0 points Most recent by Coach Jon January 2025Projected Cash Flow

Has anyone figured a good process for categorizing their Amazon purchases and bringing them in?

Closed lts 1.7K views 14 comments 0 points Most recent by SomeVashonFolks January 2025Categories and Tags

3

QBP: Use a "Business" Uncategorized for Transactions in Business Accounts (edited)

Active mattbroffman 122 views 7 comments 3 points Most recent by mattbroffman January 2025Quicken Business & Personal Feature Requests

How to make Expenses list show only expenses for Schedule I selected?

Answered ✓ Closed vershova22 42 views 1 comment 0 points Most recent by Coach Jon December 2024Business Categories

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