Overview
Tags allow you to group related transactions — even if they fall under different categories — for easier tracking and reporting. For example, you can tag all vacation-related expenses (gas, hotel, restaurants, etc.) to view the total cost in a Spending Report.
Create a Tag from the Tags Section
Quicken Simplifi includes a few built-in tags, but you can also create your own as needed.
Tap the Menu (three-line icon).
Select Settings.
Tap Tags.
Tap the plus sign button (+) in the upper-right corner.
Enter a name for your tag.
Tap Create to save it.
Create a Tag from a Transaction
You can also create a new tag when editing an existing transaction.
Tap the Menu (three-line icon).
Select Transactions.
Locate the transaction you want to add a tag to and tap it.
Tap the Tags field.
Tap on the Search field and enter the new tag's name.
Tap Create in the menu that appears.
Edit or Delete a Tag
Quicken Simplifi lets you customize your tags (except those associated with a Savings Goal), including removing any you don't need.
Tap the Menu (three-line icon).
Select Settings.
Tap Tags.
Locate the tag you want to edit or delete and tap it.
To edit: Make changes and tap the Update button at the bottom.
To delete: Tap Delete Tag and tap Delete again to confirm.
Note: When you delete a Tag, it will be removed from any transactions it was used on, but the transactions themselves will still exist.
If you're looking for steps specific to the mobile app, please see our article Using Tags to Organize Transactions in Quicken Simplifi.
If you have any questions or need help using tags in Quicken Simplifi, reach out to our support team.