Overview

While Categories and Subcategories are a good way to classify transactions, Tags are the way to go when wanting to group related transactions, even if they are categorized differently.

For example, you can see the total cost of a vacation by tagging all the trip-related transactions (gas, hotel, food, etc.), and then creating a Spending Watchlist for that Tag.

Managing your Tags

Simplifi comes with a few default Tags, but you can create new ones as needed. To see a full list of your Tags hover over the left side panel, select Settings, then click Categories & Tags:

Creating Tags

You can create new Tags while you're editing a transaction by typing the new Tag Name in the Tag field and then selecting Create in the menu that appears.

Alternatively, you can create new Tags through the Settings menu:

  1. Hover over the menu on the left and click Settings.
  2. Select Categories & Tags.
  3. Click the blue +Tag button.
  4. Type the new Tag Name.
  5. Click Enter to save changes.

Deleting Tags

Tags can only be deleted through the Settings menu.

  1. Hover over the menu on the left and click Settings.
  2. Select Categories & Tags.
  3. Hover over the Tag you'd like to delete and click the X.
  4. Click Delete to confirm. Note: If the Tag you are deleting is in use, Simplifi will alert you before confirmation.
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