When Will Tag Filtering Be Available for Budgets?
edited May 6 in Product Enhancements (Windows)
Come on guys - this cannot be hard to program. All this would do is hide transactions that have tags associated with them. Please post when you will include this feature 'enhancement'. You should feel the pain that customers have who pay the $60 annual subscription fee which is supposed to drive continuous improvement but then have to export tag filtered reports to excel just to perform budget activities on selected entries. Don't you want us to stay in your software as the one stop shop??? Do you want us to have to keep using Excel to augment this difficiency? Thank you - I've been a customer since 1992 so please consider this a valid criticism from a 31 year loyal customer.
Try Reports > Spending > Current Budget.
Click on the gear at the top right to customize the report.
On the Tags tab, select Clear all then check the Not Tagged box.
Does that do what you want? If not please explain what you would like to see.QWin Premier subscription0
That helps, but would be ideal to have the same ability for budget itself ie what is in the budget screen matches report0
Hi Jim - thanks for the suggestion- this is what I'm doing now - but its an unnecessary workaround. I'd like the ability to fo this right in the budget section. I am having to create reports which, interestingly, allows for you to filter out tags and then export them to Excel for my needs. I just checked and when you click on "Edit" from within the budget itself you can only filter out unwanted categories or accounts. Why no button for tag filtering? For those of us who have used tags since the beginning, not having this feature in the budget tab is hard to understand. Quicken team - when will you add this to Quicken for MAC? You have gotten so much right, made so many good strides. Please let me know when this is on the roadmap and when it will show up for GA. Thank you!0
Your idea is posted in the Quicken for Windows section. Do you want this for Mac? If so we can have a Moderator move it to that section.QWin Premier subscription0