Did Classes simply just disappear?

MakorHavoc

Hi. I am new here, so sorry of this has been asked (I could not find it, the search here is awful), but did Classes from Quicken 2007 just disappear? These were VERY important when Quicken stopped properly importing to Turbo Tax.

So since I have already updated and stared entering new data, I noticed today that all my class informaiton is missing.

What exactly are people doing for classes? These were very useful for generating tax reports at year end, especially in a two person home, where expenses in a category for one person need to be reported separately from the other. How is this done now?

Thanks

volvogirl

Classes are now called Tags.  I don't know Mac.  You might be able to add a Tag column to the register.

jacobs

The comment above is correct: Classes are now called Tags. There's an upside and a downside. The upside is that you can have multiple tags on a transaction, where the old classes only allowed one. The possible downside is that if you used nested classes (e.g. sub-classes), you can't do that with tags.

You can show the Tags column in registers if you wish; click on the Columns icon on the bottom toolbar and check Tags. (The tags column is always visible in the window for entering splits.)

When you create reports, you can chose to include or exclude tags among the criteria on the Customize screen of every report.

smayer97

Also note that nested Classes in QM2007 are converted to un-nested Tags in new QMac.

volvogirl

Classes are now called Tags.  I don't know Mac.  You might be able to add a Tag column to the register.

jacobs

The comment above is correct: Classes are now called Tags. There's an upside and a downside. The upside is that you can have multiple tags on a transaction, where the old classes only allowed one. The possible downside is that if you used nested classes (e.g. sub-classes), you can't do that with tags.

You can show the Tags column in registers if you wish; click on the Columns icon on the bottom toolbar and check Tags. (The tags column is always visible in the window for entering splits.)

When you create reports, you can chose to include or exclude tags among the criteria on the Customize screen of every report.

MakorHavoc

Thank you, I will check that out. I did not guess that name. But I see them now. And it looks like the import filled them in from classes in 2007.

Appreciate the help.

smayer97

Also note that nested Classes in QM2007 are converted to un-nested Tags in new QMac.