Overview

While Categories and Subcategories are a great way to classify transactions, Tags are the way to go when you'd like to group related transactions, even if they are categorized differently.

For example, you can see the total cost of a vacation by tagging all of the trip-related transactions (gas, hotel, food, etc.), and then creating a Spending Watchlist, or running a Spending Report, 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 panel on the left-hand side and select Settings, then select 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 panel on the left-hand side and select Settings.

  2. Select Categories & Tags.

  3. Click the blue + Tag button.

  4. Enter the Tag Name.

  5. Click Enter on your keyboard to save the Tag.

Editing Tags

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

  2. Select Categories & Tags.

  3. Locate the Tag that you'd like to edit and click on it.

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

Deleting Tags

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

  2. Select Categories & Tags.

  3. Hover over the Tag that you'd like to delete and click the X.

  4. Click Delete to confirm. Note: If the Tag you're deleting is in use, Simplifi will alert you before confirmation.

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