Categories

Discussion List

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  Monthly Summary Wrong Top Payee & Top Category vs Reports

  Closed zeroskatr512 24 views 2 comments 0 points Most recent by zeroskatr512 January 2024Using Reports
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  Importing Categories, Transfers, and Splits

  Answered ✓ Closed dmignola 710 views 11 comments 0 points Most recent by UrsulaA January 2024Feedback
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  Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

  Closed aolafsson 359 views 12 comments 6 points Most recent by UrsulaA January 2024Managing Your Transactions
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  How to categorize (edited)

  Answered ✓ Closed robynbiener315 63 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 23 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 66 views 3 comments 0 points Most recent by Flopbot January 2024Getting Started
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  Credit Card

  Answered ✓ Closed rjcherian 166 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 379 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 63 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 173 views 5 comments 0 points Most recent by RobWilk January 2024Categories 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 2024 Feature Requests
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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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  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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  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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  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