Tags

Discussion List

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  Cannot add tag to only one side of a transfer transaction

  Closed stevel0821 13 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  Web App: Ability to Group Tags like the Mobile App (edited)

  Active Flopbot 127 views 9 comments 5 points Most recent by Flopbot May 2025Feature Requests
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  Can Simplifi Generate a Report that EXCLUDES a Particular Tag

  Closed bcrossman 128 views 4 comments 0 points Most recent by bcrossman April 2025Using Reports
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  Cannot Delete Tags

  Closed BASimpson 34 views 1 comment 1 point Most recent by Coach Natalie March 2025Troubleshooting
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  Add a search feature to 'Tags' under Settings (edited)

  Active Flopbot 12 views 2 comments 5 points Most recent by Flopbot March 2025Feature Requests
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  Rules for Tags

  Closed Dudley C Rose 32 views 2 comments 0 points Most recent by Coach Kristina March 2025Managing Your Transactions
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  Merged: Tags Display in no particular order - Web App

  Closed Marth 1 view 0 comments 0 points Most recent by Marth March 2025Report a Bug
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  Merged: Mobile App: Customize transaction swipe functions

  Closed MishaM 1 view 0 comments 1 point Most recent by MishaM February 2025Feature Requests
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  Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

  Answered ✓ Closed DryHeat 44 views 6 comments 1 point Most recent by Flopbot February 2025Categories and Tags
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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 117 views 3 comments 0 points Most recent by SRC54 February 2025Getting Started
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  Editing multiple Tags not working

  Closed Max1223 81 views 7 comments 0 points Most recent by Max1223 January 2025Report a Bug
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  Tags in Simplifi (edited)

  Answered ✓ Closed Sassy Gal 37 views 2 comments 0 points Most recent by Coach Kristina December 2024Managing Your Transactions
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  Merged: I deleted a tag, then QS created a "NA"/ "Unknown" Tag

  Closed Max1223 130 views 0 comments 0 points Most recent by juli7 November 2024Report a Bug
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  Does QS have an "and" function when using tags for searches?

  Closed Max1223 66 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 98 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 49 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 53 views 0 comments 0 points Most recent by UrsulaA September 2024FAQ Section
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  how to exclude certain tags on reports?

  Answered ✓ Closed maxtheinvest 59 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 116 views 2 comments 1 point Most recent by tylertervooren September 2024How do you Quicken Simplifi?
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  Creating Reports / Using Tags

  Answered ✓ htc630 56 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 Most recent by DiZzyDMon August 2024Feature Requests
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  Merged: New "untagged" filter in Reports/Filter/Tags

  Mango2024 1 view 0 comments 1 point Most recent by Mango2024 August 2024Categories and Tags
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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 2024Feature Requests
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  Merge Imported Mint Tags with Quicken Simplifi Tags (edited)

  Active mandie1008 11 views 0 comments 1 point Most recent by mandie1008 April 2024Feature Requests
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  Ability to Sort and/or Favorite Tags (edited)

  Active cas-sea 21 views 1 comment 3 points Most recent by ajbopp April 2024Feature Requests