Tags

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

4

Web App: Ability to Group Tags like the Mobile App (edited)

Active Flopbot 118 views 8 comments 4 points Most recent by UrsulaA February 29Feature Requests

Tags on transfer transactions

Answered ✓ Closed wphenry 46 views 2 comments 0 points Most recent by wphenry February 28Managing Your Transactions

Merged: Allow tags for Planned Spending

ajbopp 11 views 0 comments 1 point Started by ajbopp February 1 Feature Requests

Simplifi helped with Tax Season

Closed UrsulaA 48 views 2 comments 2 points Most recent by DannyB January 30

Mint Import truncates tags

Answered ✓ Closed UrsulaA 94 views 7 comments 0 points Most recent by Mercs January 28Feedback

Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

Closed aolafsson 310 views 12 comments 6 points Most recent by UrsulaA January 21Managing Your Transactions

Feedback: The Spending Plan should offer tracking from Tags in Addition to Categories

Closed jordys1212 82 views 4 comments 0 points Most recent by Coach Natalie January 17Using the Spending Plan

Merged: Allow me to search for transactions with two tags

EL1234 11 views 0 comments 0 points Started by EL1234 January 8 Feature Requests

Ability to Apply Tag Edits to All Transactions (edited)

Closed Nancy 48 views 2 comments 1 point Most recent by Coach Natalie January 3Managing Your Transactions

Reports using Tags bug or unexpected behavior

Max1223 81 views 4 comments 0 points Most recent by Coach Natalie January 2Report a Bug

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

Merged: Ability to exclude by tag

markv 1 view 0 comments 3 points Started by markv December 2023 Feature Requests

Bulk Tag/Category Assignment

Answered ✓ Closed g262simple 135 views 1 comment 2 points Most recent by UrsulaA December 2023Managing Your Transactions

3

Ability to Archive Tags

Active Mergim 42 views 2 comments 3 points Most recent by ScribblyAnn December 2023Feature Requests

Tag Exclusions

Closed tboykin 54 views 1 comment 2 points Most recent by Coach Kristina December 2023Managing Your Transactions

Failure to deselect the previous box when adding Tags to transactions (edited)

Philk 125 views 7 comments 0 points Most recent by Coach Natalie November 2023Report a Bug

Request to allow creation of new categories/tags from within transactions and not from settings

Closed draaboulhosn 79 views 2 comments 0 points Most recent by ps56k November 2023Categories and Tags

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

My Latest Simplifi Workflow

Closed ajbopp 175 views 3 comments 3 points Most recent by DannyB October 2023How do you Quicken Simplifi?

4

Show number of transactions linked to a category or tag when viewing Settings > Categories & Tags

Active Norm6257 43 views 0 comments 4 points Started by Norm6257 July 2023 Feature Requests

Tags are not sorted alphabetically when viewing them from a transaction on the mobile app (edited)

Closed Flopbot 44 views 3 comments 2 points Most recent by Flopbot July 2023Report a Bug

3

Add Tags Field to Upcoming Transactions (edited)

Active frankrizzo 23 views 0 comments 3 points Started by frankrizzo July 2023 Feature Requests

5

Add a search feature to Settings>Categories & Tags (edited)

Completed Closed Flopbot 93 views 5 comments 5 points Most recent by SeattleGuy May 2023Feature Requests

Merged: Ability to create Tag rules

drlegran 11 views 0 comments 2 points Started by drlegran March 2023 Feature Requests

Merged: Batch Visibility Management Ability

JeffusTheBaker 1 view 0 comments 1 point Started by JeffusTheBaker January 2023 Feature Requests

Using a Tag and Watchlist to track Halloween expenses

Closed Coach Natalie 128 views 0 comments 0 points Started by Coach Natalie October 2022 Using Watchlists

#TipTuesday: Using Tags

Closed Coach Blake 386 views 1 comment 2 points Most recent by Coach Natalie July 2022FAQ Section

Merged: Add ability to use tags to budget one-time expenses in the Spending Plan (edited)

4alizer 11 views 0 comments 1 point Started by 4alizer June 2022 Feature Requests

Discussion List