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

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. While viewing the transaction, select the Tags field, type in the name of the Tag, and then click the plus (+) sign at the end of the line to create the new Tag.

You can also create a new Tag through the Settings Menu:

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Tags.

  3. Select Create New Tag.

  4. Assign the Tag a name and click Create when done.

Edit or Delete a Tag

Simplifi makes all of your Tags customizable, including the ability to remove any that you don't need!

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Tags.

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

  4. To edit the Tag, click Edit, make the necessary changes and then click Update when done; to delete the Tag, select Delete and then click Delete to confirm.

To learn more about using Tags on the Simplifi Web App, please click here!

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