Categories

Discussion List

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  Built-in Categories List

  Answered ✓ Closed ellejae16 224 views 3 comments 0 points Most recent by ellejae16 March 2024Categories and Tags
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  Merged: Can't clear subcategory

  eyeontheglobe 1 view 0 comments 0 points Started by eyeontheglobe March 2024 Report a Bug
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  So I have this Amazon thing....

  Closed bluedef 471 views 6 comments 0 points Most recent by EL1234 March 2024Introduce yourself!
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  Completely custom spending plan categories

  Closed Jamcones 71 views 1 comment 1 point Most recent by Coach Kristina March 2024Using the Spending Plan
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  All account transaction uncategorized

  Closed vhegde 91 views 3 comments 0 points Most recent by vhegde March 2024Categories and Tags
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  Merged: Color Code Categories

  bcproducer 11 views 0 comments 3 points Started by bcproducer March 2024 Feature Requests
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 81 views 1 comment 10 points Most recent by bcproducer March 2024Feature Requests
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  Report Breakdown by Sub-Category

  Closed Travis H 72 views 1 comment 6 points Most recent by UrsulaA February 2024Feedback
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  Why is "Mint" listed as a category?

  Answered ✓ Closed cmcgalla 81 views 3 comments 0 points Most recent by UrsulaA February 2024Troubleshooting
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  Categorize account automatically

  Answered ✓ Closed jpittenger 91 views 1 comment 0 points Most recent by UrsulaA February 2024Managing Your Transactions
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  Some expenses are coming up as Mint. Why?

  Answered ✓ Closed Banquoma 41 views 2 comments 0 points Most recent by Banquoma February 2024Managing Your Transactions
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  Merged: Quicker multiple transaction categorization

  jjdeutsch 11 views 0 comments 2 points Started by jjdeutsch February 2024 Managing Your Transactions
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  Recategorize all transactions from the transactions page

  Closed jjdeutsch 71 views 4 comments 0 points Most recent by jjdeutsch February 2024Managing Your Transactions
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  categories splitting

  Closed GHK 31 views 1 comment 0 points Most recent by ajbopp February 2024Managing Your Transactions
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  Savings or Escrow accounts best practices

  Closed johnpw 92 views 2 comments 0 points Most recent by Flopbot February 2024Managing Your Transactions
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  Monthly Summary Wrong Top Payee & Top Category vs Reports

  Closed zeroskatr512 21 views 2 comments 0 points Most recent by zeroskatr512 January 2024Using Reports
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  Importing Categories, Transfers, and Splits

  Answered ✓ Closed dmignola 641 views 11 comments 0 points Most recent by UrsulaA January 2024Feedback
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  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Active Norm6257 111 views 4 comments 11 points Most recent by UrsulaA January 2024Feature 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 331 views 12 comments 6 points Most recent by UrsulaA January 2024Managing Your Transactions
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  How to categorize (edited)

  Answered ✓ Closed robynbiener315 61 views 2 comments 0 points Most recent by DannyB January 2024Managing Your Transactions
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  Bug: Rule on deleted category sets to NOTFOUND

  Closed y11 21 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  How do I get Simplifi to stop categorizing until I get set up?

  Answered ✓ Closed Puppy Granny 61 views 3 comments 0 points Most recent by Flopbot January 2024Getting Started
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  Credit Card

  Answered ✓ Closed rjcherian 131 views 1 comment 0 points Most recent by DannyB January 2024Managing Your Transactions
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  Export categories & associations from Simplifi to Quicken?

  Answered ✓ Closed James-edmunds 342 views 2 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions
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  Change category of multiple transactions for a vendor

  Answered ✓ jojomosgo 61 views 1 comment 0 points Most recent by jojomosgo January 2024Managing 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 2024 Report a Bug
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  Categorize manually

  Answered ✓ Closed MJ Ballard 71 views 3 comments 0 points Most recent by Coach Kristina January 2024Managing Your Transactions
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  How do I add spending categories?

  Answered ✓ Closed Susie 161 views 5 comments 0 points Most recent by RobWilk January 2024Categories and Tags