Overview

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

Note: There isn't currently a limit to the number of Categories or Subcategories that can be created. However, there is a limit to the Category levels, as Simplifi only supports two levels: the main Category and a Subcategory.

Note: You cannot have both an Income and an Expense Subcategory for a main Category; all Subcategories will take the main Category's transaction type by default.

Editing Categories and Subcategories

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

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

  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 click Delete again. 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.

To learn more about Managing Categories and Subcategories on the Simplifi Web App, please click here!

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