Add Selection Criteria for -No Category- and -No Tag- on Reports in Quicken Mac (77 Legacy Votes)

smayer97

Currently, the criteria selection only allows to include transactions with the selected categories and/or tags. If you want to include transactions with no categories or tags, you have to unselect all the others. So right now it is a mutually exclusive option.

What is missing is the ability to include transactions that do not have categories or tags on the same report. Please add the criteria for "-No Category-" and "-No Tag-" like in other versions of Quicken, as per the example from QM2007:



This option allows selecting transactions with specific categories or tags but also include those that do not have a category or tag (uncategorized or untagged). 

Another way to think of this is that the report will exclude all transactions except those with the selected categories or tags, including those that are blank.

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smayer97

You may also want to add your VOTE to MANY types of reports and report features, here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-types-and-related-fe...

Click the link above to go take a look at the list and vote for the ones you want to see implemented in Quicken for Mac. 

Be sure to scroll down the page, as some contain lists of related features.  Click on the link to EACH IDEA separately. Then you click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT feature!

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smayer97

I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...

The following are some of the many feature requests you will find:

• Restore Transactions Downloading Acceptance and Matching workflow 
  
• List of Requests for Reconciliation Process
• List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
  
• Add QuickMath functionality
  
• Loan Amortization
  
• List of Requests Related to Investments
• True multi-currency conversion support
• List of Requests Related to Budgets
  
• List of Requests for Data Entry and Usability Options and Features
  
• List of Requests for User Interface Options and Features
  

and many others.

Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

RickO

This reply was created from a merged topic originally titled Add an UnTagged option in report customization.


Please add an UnTagged option to the tags list in report customization in QM2017.

In QM2017, when you customize a report, if you click the ALL button in the Tags pane, you get only transactions that have some tag. Untagged transactions are excluded. This is counter-intuitive and often leads users to think transactions are missing because when they click ALL, they expect they should be getting everything with regard to tags.

Adding an Untagged item to the top of the tags list in this pane would solve this problem. It would also allow searching only for transactions that have no tag, which is currently not possible.

By contrast, in the Categories pane, there is an "Uncategorized" item. Therefore, when the user click the ALL button for categories, they get transactions with any or no category.

If you like this idea, please click VOTE at the top right corner of this page.

Jonathan Winthrop

This reply was created from a merged topic originally titled Exclude transactions from custom report with tags?.


In customizing reports, there is a way to include transactions by tags but not exclude, why? Can this be added?

I would like to ignore some transactions with a tag 'ignore' vs having to tag every other transaction.

mistertheplague

Here's how I handled this limitation in QM17:

https://getsatisfaction.com/quickencommunity/topics/my-method-for-excluding-transactions-by-tag-in-q...

smayer97

Thanks for the post. Just remember to add your vote for this feature by clicking VOTE at the top of this page.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

mistertheplague

And render moot my labor-intensive and glorious workaround??!!

Voted.

Unknown

The glorious workaround is fabulous! It is also a great example of how problematic QM still is at some fundamental levels. :-/

toddz

Dropdown to Include/Exclude selected Tags in custom report:

In QM17 > Customize Report,
the Tag panel should be
[ INCLUDE ][ EXCLUDE ] only transactions with [ ANY ][ ALL ] of the selected tags.

The word "include" that's there now, should be a DROPDOWN to select Include or Exclude, just as we have a dropdown for Any or All. 

This is ABSOLUTELY NECESSARY because many transactions do not have a tag. So if we do select-all, then de-select a tag, to exclude that tag, all transactions that don't have any tags are also excluded. 

Such a basic logic issue. Sheesh!!!
This reply was created from a merged topic originally titled Dropdown to Include/Exclude selected Tags in custom report. 

raininghere

I agree there should be a way for entries without Tags to appear on a report. I do not see a Vote button at the top of my page.

jacobs

raininghere said:

I agree there should be a way for entries without Tags to appear on a report. I do not see a Vote button at the top of my page.

Voting has changed since the original entries on this thread were written; Quicken switched platforms for this forum. To vote on this or any idea thread, go to the top of the thread, and under the first post, you'll find a blue box with a numerical counter; click the gray arrow under the number to register a vote.)

That said, I must be misunderstanding something.  "No tag" criteria for reports were added to Quicken Mac a few years ago.

On the Tags tab, by default Quicken selects "Include transactions with any or no tag":



But if you want finer control of including or excluding certain tags, you can select "Include only transactions with [Any] / [All] of the selected tags", and one of the tags you can select is "No Tag":



What selection do you want to make that you cannot make with these set-up options?

(Categories work the same way with the ability to include or exclude uncategorized transactions.)

To me, it seems this thread's status should be changed to "implemented"; what part of the idea/request cannot be accomplished?