Tags

Discussion List

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  Auto-Split transactions by Percentage, Auto-Tag transactions, and Tag-Based P&L

  techdan 10 views 1 comment 1 point Most recent by Coach Natalie October 18Feedback
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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 393 views 20 comments 41 points Most recent by Ggrb October 17Feature Requests
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 113 views 22 comments 0 points Most recent by Coach Jon October 2Report a Bug
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 17 views 0 comments 0 points Started by UrsulaA September 23 FAQ Section
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  how to exclude certain tags on reports?

  Answered ✓ maxtheinvest 26 views 2 comments 0 points Most recent by maxtheinvest September 23Using Reports
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  How can I monitor spending by category AND tag?

  Answered ✓ Closed tylertervooren 29 views 2 comments 0 points Most recent by tylertervooren September 20How do you Quicken Simplifi?
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  Creating Reports / Using Tags

  Answered ✓ htc630 32 views 3 comments 0 points Most recent by htc630 September 15Using Reports
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  Ability to remove tags during bulk edit

  Active Norm6257 422 views 17 comments 30 points Most recent by UrsulaA August 28Feature Requests
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  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 4 views 0 comments 2 points Started by DiZzyDMon August 24 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 15 Categories and Tags
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  109
  Transaction Rules for Tags [edited] (2 Merged Votes)

  In Progress TGP 1.3K views 39 comments 109 points Most recent by Coach Kristina August 10Feature Requests
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  Simplifi for a small non-profit

  Answered ✓ Closed johnson903 55 views 3 comments 0 points Most recent by Coach Jon May 29Categories and Tags
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  Make Tags automated

  Closed Clayton.eidson 9 views 1 comment 0 points Most recent by Coach Jon May 22Feedback
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.3K views 48 comments 164 points Most recent by Max1223 May 21Feature Requests
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  So many tags (automatic tags from savings goals)

  Closed Molly_wilson1 23 views 2 comments 0 points Most recent by Flopbot May 17Feedback
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  Include Categories and/or Tags in "Link to Existing Recurring" dialog

  Active ajbopp 42 views 1 comment 4 points Most recent by WillardSB May 16Feature Requests
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  Delete the associated Tag when a Savings Goal is deleted (edited)

  In Review pawebb 210 views 8 comments 13 points Most recent by DG1993 May 15Feature 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 12 Report a Bug
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  Merge Imported Mint Tags with Quicken Simplifi Tags (edited)

  Active mandie1008 17 views 0 comments 1 point Started by mandie1008 April 29 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 4Feature Requests
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  Merged: Saved Tag / category choices

  amhopi 1 view 0 comments 1 point Started by amhopi April 3 Feature Requests
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  Ability to add a Tag to just one side of a Transfer (edited)

  Active wphenry 57 views 4 comments 0 points Most recent by UrsulaA March 7Feature Requests
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 80 views 1 comment 10 points Most recent by bcproducer March 2Feature Requests
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  Merged: Add Notes column to transactions in the Reports section

  James-0401 11 views 0 comments 1 point Started by James-0401 March 2 Feature Requests
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  Web App: Ability to Group Tags like the Mobile App (edited)

  Active Flopbot 117 views 8 comments 4 points Most recent by UrsulaA February 29Feature Requests
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  Tags on transfer transactions

  Answered ✓ Closed wphenry 44 views 2 comments 0 points Most recent by wphenry February 28Managing Your Transactions
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  Merged: Allow tags for Planned Spending

  ajbopp 11 views 0 comments 1 point Started by ajbopp February 1 Feature Requests
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  Simplifi helped with Tax Season

  Closed UrsulaA 47 views 2 comments 2 points Most recent by DannyB January 30Share your Success!
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  Mint Import truncates tags

  Answered ✓ Closed UrsulaA 93 views 7 comments 0 points Most recent by Mercs January 28Feedback
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  Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

  Closed aolafsson 285 views 12 comments 6 points Most recent by UrsulaA January 21Managing Your Transactions