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 Quicken Simplifi, the first being while working with a transaction:
Select the transaction you'd like to add a Tag to.
Click the Tags field.
Click on the Search 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:
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then Tags.
Click the plus (+) button in the upper right.
Assign the Tag a Name and click Create when done.
Edit or Delete a Tag
Quicken Simplifi makes all of your Tags customizable (except Tags that are associated with a Savings Goal), including the ability to remove any that you don't need!
Note: When you delete a Tag, it will be removed from any transactions it was used on, but the transactions themselves will still exist.
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then Tags.
Locate the Tag you'd like to edit or delete and click on it.
To edit the Tag, make the necessary changes and click Update; to delete the Tag, select Delete Tag and then click Delete to confirm.
To learn more about using Tags on the Quicken Simplifi Web App, please click here!