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Can Quicken Tags be used for reporting?

Jardon2

I have been using Tags to further classify Quicken transactions, thinking that I could report on them, e.g., a vacation’s meals, lodging, transportation; money given to each of our children for medical, utility, mortgage, or other expenses. I am unable to get any reports having a breakdown or accounting of the income and expenses by Tags.

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Comments

Dan Glynhampton

It certainly should be possible to use tags in your reports. When you customise a report you should see a tab to select which tags you want to include in the report:

Image: https://us.v-cdn.net/6031128/uploads/editor/jk/rplmvdbcoj2q.jpg

Or if you are using a report type that allows subtotaling, then tags should be an option in the subtotal drop down list:

Image: https://us.v-cdn.net/6031128/uploads/editor/pn/2zx7fp157ux6.jpg

Do you see those options?

Jim_Harman

Quicken Starter Edition does not support tags in reports.

Chris_QPW

The Starter edition seems to be pretty inconsistent on the use of tags.

You can use them in the register, and there are a couple reports "by tags" that will show them, but in the customization of other reports where in the higher editions you can select them, you can't in the Starter edition.