Tags

Discussion List

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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 261 views 39 comments 0 points Most recent by Max1223 January 18Report a Bug
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  Editing multiple Tags not working

  Max1223 34 views 7 comments 0 points Most recent by Max1223 January 16Report a Bug
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  NEW 01/16/25: Not able to delete tags created from Savings Goals

  Announcement Coach Jon 40 views 0 comments 0 points Started by Coach Jon January 16 Known Product Issues
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  Ability to remove tags during bulk edit

  Active Norm6257 484 views 19 comments 37 points Most recent by Max1223 January 16Feature Requests
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.4K views 50 comments 177 points Most recent by juli7 January 11Feature Requests
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  Tag list out of order on Web App

  meoge 25 views 5 comments 0 points Most recent by Coach Jon December 2024Report a Bug
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  [ONGOING] 12/2/24: Unable To Assign Tags To Multiple Transactions

  Coach Natalie 88 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 29 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 44 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 72 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 34 views 2 comments 0 points Most recent by Max1223 November 2024Categories and Tags
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  109
  Transaction Rules for Tags [edited] (2 Merged Votes)

  In Progress TGP 1.5K views 40 comments 109 points Most recent by Ben1 November 2024Feature Requests
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  I figured out how to remove a tag, but really?!!!

  Closed Ricsimps 43 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 28 views 1 comment 2 points Most recent by Coach Natalie October 2024Feedback
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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 414 views 20 comments 42 points Most recent by Ggrb October 2024Feature Requests
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 31 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 39 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 52 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 44 views 3 comments 0 points Most recent by htc630 September 2024Using Reports
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  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 4 views 0 comments 2 points Started by DiZzyDMon August 2024 Feature Requests
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  Merged: New "untagged" filter in Reports/Filter/Tags

  Mango2024 8 views 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 82 views 3 comments 0 points Most recent by Coach Jon May 2024Categories and Tags
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  Make Tags automated

  Closed Clayton.eidson 16 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 29 views 2 comments 0 points Most recent by Flopbot May 2024Feedback
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  Include Categories and/or Tags in "Link to Existing Recurring" dialog

  Active ajbopp 43 views 1 comment 4 points Most recent by WillardSB May 2024Feature Requests
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  Delete the associated Tag when a Savings Goal is deleted (edited)

  In Review pawebb 217 views 8 comments 13 points Most recent by DG1993 May 2024Feature Requests
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  Merged: Difference entering tags in Transaction List versus Transaction Details

  RobWilk 1 view 0 comments 0 points Started by RobWilk May 2024 Report a Bug
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  Merge Imported Mint Tags with Quicken Simplifi Tags (edited)

  Active mandie1008 18 views 0 comments 1 point Started by mandie1008 April 2024 Feature Requests
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  Ability to Sort and/or Favorite Tags (edited)

  Active cas-sea 23 views 1 comment 2 points Most recent by ajbopp April 2024Feature Requests
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  Merged: Saved Tag / category choices

  amhopi 1 view 0 comments 1 point Started by amhopi April 2024 Feature Requests