Support Tags on Budgets

smayer97smayer97 SuperUser ✭✭✭✭✭
I know that Quicken removed support for using tags in budgets in QWin because of some challenges, and so this is also not available in QMac. 

BUT I believe there is a solution to addressing this that may help this feature be viable.

I presented the same solution (over 2 years ago here) in the context of designing a Columnar Report like in QM2007 that is still lacking in "modern" subscription QMac, with one of the options being creating a report based on categories vs tags. 

So please add this feature back for budgets (as well as for Columnar Reports, when it is implemented).

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Proposed possible solution (refined from original recommendation):

Since transactions can have multiple tags, there is the possibility to get cross-tagging, which would result in double-counting. I believe the options are quite simple to deal with this. Let me present to you my suggestions:

Without having analyzed it completely, I can see only a few solutions to that challenge of designing and developing such a feature:
  • either the budget carries a warning that any transactions that have more than one tag and appear on the budget will be double counted, (not terribly useful but better than nothing)
  • or the program goes the extra step to warn the user if it found cross-tagged transactions that are being double-counted but nothing else (again, not great but better than nothing)
  • or even one step further, for any row where cross-tags are detected, those fields are highlighted (coloured, formatted, etc) to show where the double-counting is taking place; this would give the user a visual cue as to where approximately the cross-tagging exists. 
  • or one step further, the user can be given the option to not display subtotal or total for those lines or columns; again enhancing the visual cue.
Whichever way, I cannot see any program knowing what to do beyond that; it would be up to the user to decide how best to handle that. In some cases, it may be as simple as the user choosing to not display subtotals and/or totals (QM2007 has the functionality to choose your columns, including which subtotals and totals to display in reports; the same could apply to budgets), or the user would have to decide if that cross-tagging makes sense for the transactions involved and clean it up.


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(Canadian  user since '92, STILL using QM2007)

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Comments

  • edited January 27

    How about warning the user of a "duplicate tag" when created initially.  Second tag could be "Tag..2"; tag 3 could be "Tag...3".  Similar to creating sub accounts.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 27


    How about warning the user of a "duplicate tag" when created initially.  Second tag could be "Tag..2"; tag 3 could be "Tag...3".  Similar to creating sub accounts.

    How would Quicken identify a "duplicate" tag?

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • Chris HarrisChris Harris Member ✭✭✭
    Yes Quicken, please do add this back.  It would make excluding certain transactions from a budget so much simpler.  For example, when the transaction is covered by savings goal, etc. I don't want it to show up in the budget.  Right now, the only way I know of to do this is to have duplicate categories (ex. "Category" & "Category - exclude)"

    Chris
    Quicken user since 2014.
    Using Quicken Windows Subscription on Windows 10.
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