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How to exclude a transaction by a tag

nc00ks0n

When transactions have multiple tags, for instance A:B:C, or A:B, how can one exclude those transactions having tag C while including other transactions having tag set to A or B and not C?

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Reports

Windows

Accepted answers

Rocket J Squirrel

Try specifying ~C in the Tags tab of the report customization. The tilde specifies negation.

Image: https://us.v-cdn.net/6031128/uploads/editor/zd/lmdbrtfjt8hd.png

All comments

Jim_Harman

Quicken does not have a direct way to select tags as you describe. [edit - not correct, see below]

One thing you might do is use the Tags tab in the report customization to select tags A and B. This report will include all the transactions that have Tag A or B, including those that also have tag C.

Then export the report to Excel or Google Sheets and filter out all the rows that include tag C.

Rocket J Squirrel

Try specifying ~C in the Tags tab of the report customization. The tilde specifies negation.

Chris_QPW

Rocket J Squirrel said:

Try specifying ~C in the Tags tab of the report customization. The tilde specifies negation.

EDIT:
Never mind, I got home and tested it ~C does work.

Jim_Harman

I think the C selection on the left is not necessary.

Also I tried an experiment and it turns out the second column on the Tags tab does an AND function, so with A and B selected on the left and ~C in the Tag contains section, it does the selection ( A OR B ) AND NOT C

Pretty cool, eh?

Chris_QPW

Jim_Harman said:

I think the C selection on the left is not necessary.

Also I tried an experiment and it turns out the second column on the Tags tab does an AND function, so with A and B selected on the left and ~C in the Tag contains section, it does the selection ( A OR B ) AND NOT C

Pretty cool, eh?

Neat!

Rocket J Squirrel

Yes, I tested it before posting. Start with this register:

Image: https://us.v-cdn.net/6031128/uploads/editor/h6/ixnyg3z485zg.png

Run a Transaction report:

Image: https://us.v-cdn.net/6031128/uploads/editor/zj/n1r2qm0gmnac.png

Customize as shown:

Image: https://us.v-cdn.net/6031128/uploads/editor/n8/bfjyjsolnd1n.png

See the resulting new report:

Image: https://us.v-cdn.net/6031128/uploads/editor/lx/osnkoy3qz9m8.png

Sherlock

Chris_QPW said:

Rocket J Squirrel said:

Try specifying ~C in the Tags tab of the report customization. The tilde specifies negation.

Have you tested this?

I’m away from my computer so I can’t test it, but it is my understanding that @Jim_Harman this would be impossible.
Not because you can’t deselect C, but because the test for tags is always OR and since A and B are on the transaction it is going to be selected whenever either of those are selected in the tags.

In other words the test would be A OR B OR not C.

If we uncheck the tag for C, A:B:C is not filtered. Transactions tagged only with C are filtered.
If we set ~C, A:B:C is filtered. Transactions with C are filtered.

Rocket J Squirrel

If you guys had been a little faster on the draw, you would have saved me a lot of copy & pasting.

Chris_QPW

Rocket J Squirrel said:

If you guys had been a little faster on the draw, you would have saved me a lot of copy & pasting.

I'm sorry, I should have just trusted that you would have tested before posting!

So, I learned two things today.

Rocket J Squirrel

Chris_QPW said:

I should have just trusted that you would have tested before posting!

Perhaps the wording of my original reply was too wishy-washy. These days, I advise users to "try" something. Quicken has gotten so squirrely (heh) that a procedure which works for some might not work for others. I rarely have 100% confidence in anything anymore.

Also the wording of the Customize Tags tab could easily be made clearer: instead of just "Matching" it could say "And Matching" or similar and we'd all know what it meant.

Chris_QPW

BTW if I had thought about it some more the text boxes have to be AND.

If you had Memo contains XXXX as OR, that would defeat whatever the category/payee/tag was being selected.
Like:
Tag Y, Memo contains XXXX if it was OR you would get transactions only the memo XXXX matched which would defeat even being on the tag customize tab.