Tags

Discussion List

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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.5K views 56 comments 187 points Most recent by Max1223 March 29Feature Requests
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  Add a search feature to 'Tags' under Settings (edited)

  Active Flopbot 18 views 2 comments 5 points Most recent by Flopbot March 15Feature Requests
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  111
  Transaction Rules for Tags [edited] (2 Merged Votes)

  In Progress TGP 1.6K views 45 comments 111 points Most recent by Max1223 March 9Feature Requests
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  Rules for Tags

  Dudley C Rose 23 views 2 comments 0 points Most recent by Coach Kristina March 8Managing Your Transactions
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  Tag list out of order on Web App

  meoge 42 views 8 comments 0 points Most recent by Coach Jon March 5Report a Bug
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  Merged: Tags Display in no particular order - Web App

  Closed Marth 1 view 0 comments 0 points Started by Marth March 5 Report a Bug
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  Merged: Mobile App: Customize transaction swipe functions

  Closed MishaM 1 view 0 comments 1 point Started by MishaM February 27 Feature Requests
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  Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

  Answered ✓ Closed DryHeat 36 views 6 comments 1 point Most recent by Flopbot February 24Categories and Tags
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 324 views 44 comments 0 points Most recent by UrsulaA February 23Report a Bug
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  Trying to set up. All my income isn't showing, How do I go back and fix it?

  Answered ✓ Closed almondjoy17 35 views 3 comments 0 points Most recent by SRC54 February 18Getting Started
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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 446 views 23 comments 43 points Most recent by DryHeat February 17Feature Requests
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  Editing multiple Tags not working

  Closed Max1223 42 views 7 comments 0 points Most recent by Max1223 January 16Report a Bug
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  Ability to remove tags during bulk edit

  Active Norm6257 520 views 19 comments 40 points Most recent by Max1223 January 16Feature Requests
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  [ONGOING] 12/2/24: Unable To Assign Tags To Multiple Transactions

  Coach Natalie 91 views 1 comment 0 points Most recent by Coach Natalie December 2024Known Product Issues
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  Tags in Simplifi (edited)

  Answered ✓ Closed Sassy Gal 32 views 2 comments 0 points Most recent by Coach Kristina December 2024Managing Your Transactions
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  I deleted a tag, then QS created a "NA"/ "Unknown" Tag in it's place

  Max1223 41 views 4 comments 0 points Most recent by SRC54 November 2024Report a Bug
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  Advanced Tag Filters using AND based filters or OR based filters (edited)

  Active nicola 71 views 5 comments 7 points Most recent by Max1223 November 2024Feature Requests
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  Does QS have an "and" function when using tags for searches?

  Closed Max1223 42 views 2 comments 0 points Most recent by Max1223 November 2024Categories and Tags
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  I figured out how to remove a tag, but really?!!!

  Closed Ricsimps 55 views 1 comment 0 points Most recent by UrsulaA October 2024Categories and Tags
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  Auto-Split transactions by Percentage, Auto-Tag transactions, and Tag-Based P&L

  Closed techdan 31 views 1 comment 2 points Most recent by Coach Natalie October 2024Feedback
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 32 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section
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  how to exclude certain tags on reports?

  Answered ✓ Closed maxtheinvest 43 views 2 comments 0 points Most recent by maxtheinvest September 2024Using Reports
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  How can I monitor spending by category AND tag?

  Answered ✓ Closed tylertervooren 64 views 2 comments 0 points Most recent by tylertervooren September 2024How do you Quicken Simplifi?
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  Creating Reports / Using Tags

  Answered ✓ htc630 41 views 3 comments 0 points Most recent by htc630 September 2024Using Reports
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  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 1 view 0 comments 2 points Started by DiZzyDMon August 2024 Feature Requests
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  Merged: New "untagged" filter in Reports/Filter/Tags

  Mango2024 1 view 0 comments 1 point Started by Mango2024 August 2024 Categories and Tags
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  Simplifi for a small non-profit

  Answered ✓ Closed johnson903 95 views 3 comments 0 points Most recent by Coach Jon May 2024Categories and Tags
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  Make Tags automated

  Closed Clayton.eidson 11 views 1 comment 0 points Most recent by Coach Jon May 2024Feedback
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  So many tags (automatic tags from savings goals)

  Closed Molly_wilson1 21 views 2 comments 0 points Most recent by Flopbot May 2024Feedback