Overview

Assigning Categories gives you a better understanding of where your money goes. You can choose from the default Categories built right into Simplifi, or create new ones of your own!

To add more detail to your transaction, try using Subcategories! For example, rather than using the broad Category of 'Travel' to track your business trip expenses, you could differentiate each transaction by using Subcategories like 'Airfare' and 'Hotel Accommodations'.

To view the default Category list, hover over the panel on the left-hand side and select Settings, then select Categories & Tags:

Managing your Categories and Subcategories

You can manage all of your Categories and Subcategories through the Settings menu. While we allow you to edit most default Categories and Subcategories, there are a few that won't allow adjustments: Transfer, Credit Card Payment, and Investment.

Creating Categories and Subcategories

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Categories & Tags.

  3. Click the blue + Category button.

  4. Enter the Category Name.

  5. If this is a Subcategory of an existing Category, click the Subcategory of field and select the primary Category.

  6. Click the Type field and select either Income or Expense.

  7. Click the blue checkmark to save.

Editing Categories and Subcategories

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Categories & Tags.

  3. Locate the Category that you'd like to edit, then click on the field that you'd like to change.

  4. Make the necessary adjustments and click the blue checkmark when done.

Deleting Categories and Subcategories

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Categories & Tags.

  3. Locate the Category that you'd like to delete and hover your mouse over it.

  4. Click the gray Trash Can icon. Note: If the Category or Subcategory is being used on a transaction, Simplifi will ask you to select a new category or subcategory for the affected transactions; once selected, click Reassign & Delete.

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