Managing Categories and Subcategories in the Mobile App

Overview

Using Categories allows you to easily track your spending, while Subcategories allow you to narrow down even further where your money goes.

Simplifi comes with a built-in list of Categories, but also provides you with the full flexibility to build and manage your own list of Categories and Subcategories.

Creating Categories and Subcategories

1. Click the Menu icon (the three lines in the upper left corner).
2. Select Settings and then Categories.
3. Select the Create Custom Category button at the top.
4. Assign the Category a Name, and choose whether it's an Expense or Income.
5. If you'd like your Category to be a Subcategory, select the Subcategory of dropdown menu, and choose the primary Category.
6. Click Create when done.

Editing Categories and Subcategories

Note: Although Simplifi allows you to edit most of the built-in Categories, there are some that won't allow adjustments: Transfer, Credit Card Payments, and Investment.

1. Click the Menu icon (the three lines in the upper left corner).
2. Select Settings and then Categories.
3. Locate the Category you'd like to edit and click on it.
4. Make the necessary adjustments and click Update when done.

Deleting Categories and Subcategories

Note: Although Simplifi allows you to delete most of the built-in Categories, there are some that are unavailable for deletion: Transfer and Credit Card Payments.

1. Click the Menu icon (the three lines in the upper left corner).
2. Select Settings and then Categories.
3. Locate the Category you'd like to delete and click on it.
4. Click Delete, then Delete again.