Overview
Tags are a great way to group similar transactions that have different Categories or Subcategories! For example, you can see the total cost of a vacation in a Spending Report by tagging all of the trip-related expenses using the same Tag, while still applying the applicable Categories to each of the individual transactions (Gas, Hotel, Restaurants, etc.).
Create a Tag
Quicken Simplifi comes with a few built-in Tags, however, you can add new ones as needed! There are a couple of different ways to create a Tag in Simplifi, the first being while working with a transaction:
Locate the transaction you'd like to add a Tag to, hover over it, then click the three dots at the end of it.
Select View transaction.
Click on the Tags field and type in the Name of the Tag.
Click Create in the menu that appears.
You can also create a new Tag through the Settings Menu:
Hover over the panel on the left-hand side and select Settings.
Select Categories & tags.
Click the blue + Tags button in the upper right.
Assign the Tag a Name and click Enter on your keyboard to save the Tag.
Note: You can also select the plus (+) sign at the end of the new Tag Name to save it.
Edit a Tag
Excluding Tags associated with Savings Goals, you will be able to edit the name of the tag.
Hover over the panel on the left-hand side and select Settings.
Select Categories & tags.
Locate the Tag you'd like to edit and click on it.
Make the necessary adjustments and click Enter on your keyboard when done.
You can also select the blue checkmark at the end of the Tag Name to save it.
Delete a Tag
Excluding Tags associated with Savings Goals, you can easily delete tags you don't need!
Hover over the panel on the left-hand side and select Settings.
Select Categories & tags.
Hover over the Tag you'd like to delete and click the X at the end of it.
Click Delete to confirm.
Note: When you delete a Tag, it will be removed from any transactions it was used on, but the transactions themselves will still exist.