Managing Categories and Subcategories on the Mobile App

Overview

Assigning Categories to transactions helps you track and understand your cash flow. When you download transactions from your bank, Quicken Simplifi automatically assigns a category based on a combination of crowdsourcing, nearby payees, and simple logic. You can choose from the default categories built into Quicken Simplifi and also create your own.

Access the Category List

Tap the Menu (three-line icon).
Select Settings.
Tap Categories.

Understanding Category Levels

Quicken Simplifi supports only three category levels: the parent category and two subcategory levels (parent category > subcategory > sub-subcategory).

For example, the parent category Home can include the subcategory Maintenance, which can be broken down further into Painting.

Note: Subcategories automatically use the same transaction type as their parent category. This means a parent category can have income or expense subcategories, but not both.

Creating Categories and Subcategories

Open Category Settings
1. Tap the Menu (three-line icon).
2. Tap Settings.
3. Tap Categories.
Create a Category or Subcategory
1. Tap the plus sign (+) icon in the upper-right corner.
2. Use the search bar to enter the new category's name.
3. Select Income or Expense for the category type.
4. Select Personal or Business for the category usage.
  - For creating a subcategory: Select the parent category for the 'Subcategory Of' field.
Add Tax Reporting Information (Optional)
1. Tap Tax Info.
2. Toggle Tax Related on.
3. Select the applicable tax form and tax line items.
4. Tap Update.
Tap Create to save the new category.

Creating Categories and Subcategories from a Transaction

Open the Transactions View
1. Tap the Menu (three-line icon).
2. Select Transactions.
3. Locate the existing transaction you want to create a new category for.
Create a Category or Subcategory
1. Tap the Category field.
2. Use the search bar to enter the new category's name.
3. Tap Create.
4. Select Income or Expense for the category type.
5. Select Personal or Business for the category usage.
  - For creating a subcategory: Select the parent category for the 'Subcategory Of' field.
Add Tax Reporting Information (Optional)
1. Tap Tax Info.
2. Toggle Tax Related on.
3. Select the applicable tax form and tax line items.
4. Tap Update.
Tap Create to save the new category.

Editing Categories and Subcategories

Quicken Simplifi allows you to edit most of the built-in categories, although some cannot be edited. This includes Transfer, Credit Card Payment, Balance Adjustment, and Investment.

Tap the Menu (three-line icon).
Select Settings.
Tap Categories.
Use the search bar to find the category you want to edit and tap it.
Make the necessary adjustments.
Tap Update to save the changes.

Deleting Categories and Subcategories

Quicken Simplifi allows you to delete most built-in categories, but some categories cannot be removed. These include Transfer, Credit Card Payment, Balance Adjustment, and Investment.

Note: Deleting a main category in Simplifi will also delete all subcategories under it.

Tap the Menu (three-line icon).
Select Settings.
Tap Categories.
Use the search bar to find the category you want to delete and tap it.
Tap Delete Category, then confirm by tapping Delete.

Note: If the deleted category or subcategory is applied to a transaction, you'll be prompted to select a new category or subcategory for the affected transactions. Once changed, click Reassign & Delete.

If you're looking for steps specific to the web app, please see our article Managing Categories and Subcategories.

If you have any questions or need help managing your categories in Quicken Simplifi, reach out to our support team.