Discussion List

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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
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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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  Delete the associated Tag when a Savings Goal is deleted (edited)

  In Review pawebb 226 views 8 comments 14 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 11 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 22 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
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  Ability to add a Tag to just one side of a Transfer (edited)

  Active wphenry 51 views 4 comments 0 points Most recent by UrsulaA March 2024Feature Requests
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 81 views 1 comment 10 points Most recent by bcproducer March 2024Feature 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 2024 Feature Requests
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  Web App: Ability to Group Tags like the Mobile App (edited)

  Active Flopbot 112 views 8 comments 4 points Most recent by UrsulaA February 2024Feature Requests
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  Tags on transfer transactions

  Answered ✓ Closed wphenry 41 views 2 comments 0 points Most recent by wphenry February 2024Managing Your Transactions
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  Merged: Allow tags for Planned Spending

  ajbopp 11 views 0 comments 1 point Started by ajbopp February 2024 Feature Requests
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  Simplifi helped with Tax Season

  Closed UrsulaA 43 views 2 comments 2 points Most recent by DannyB January 2024Share your Success!
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  Mint Import truncates tags

  Answered ✓ Closed UrsulaA 91 views 7 comments 0 points Most recent by Mercs 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 323 views 12 comments 6 points Most recent by UrsulaA January 2024Managing Your Transactions
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  Feedback: The Spending Plan should offer tracking from Tags in Addition to Categories

  Closed jordys1212 112 views 4 comments 0 points Most recent by Coach Natalie January 2024Using the Spending Plan
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  Merged: Allow me to search for transactions with two tags

  EL1234 11 views 0 comments 0 points Started by EL1234 January 2024 Feature Requests
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  Ability to Apply Tag Edits to All Transactions (edited)

  Closed Nancy 51 views 2 comments 1 point Most recent by Coach Natalie January 2024Managing Your Transactions
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  Reports using Tags bug or unexpected behavior

  Max1223 82 views 4 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Merged: More advanced filtering criteria for auto-categorizing transactions by amount (or range) an…

  Raza 11 views 0 comments 2 points Started by Raza December 2023 Feature Requests
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  Merged: Ability to exclude by tag

  markv 1 view 0 comments 3 points Started by markv December 2023 Feature Requests
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  Bulk Tag/Category Assignment

  Answered ✓ Closed g262simple 155 views 1 comment 2 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Ability to Archive Tags

  Active Mergim 41 views 2 comments 3 points Most recent by ScribblyAnn December 2023Feature Requests
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  Tag Exclusions

  Closed tboykin 53 views 1 comment 2 points Most recent by Coach Kristina December 2023Managing Your Transactions
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  Failure to deselect the previous box when adding Tags to transactions (edited)

  Philk 121 views 7 comments 0 points Most recent by Coach Natalie November 2023Report a Bug
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  Request to allow creation of new categories/tags from within transactions and not from settings

  Closed draaboulhosn 81 views 2 comments 0 points Most recent by ps56k November 2023Categories and Tags
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  Merged: Rule to Automatically Use a Tag Based on Transaction Category

  LisaDaisy 1 view 0 comments 1 point Started by LisaDaisy October 2023 Feature Requests
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  My Latest Simplifi Workflow

  Closed ajbopp 173 views 3 comments 3 points Most recent by DannyB October 2023How do you Quicken Simplifi?