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

smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
edited November 2019 in Reports (Mac)
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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user since '92, STILL using QM2007)
6 votes

Implemented · Last Updated

Transactions Reports can be filtered to show all uncategorized and untagged transactions. Marking this idea as implemented.