How Do I display the Tag Description in a Report?

BernerDad
BernerDad Quicken Windows Subscription Member ✭✭
edited October 12 in Reports (Windows)

I'm a long-time Quicken Classic (Windows) user, and have been using Tags for years. I have a report I would like to create that shows transactions filtered by Tag, and in the Collapsed view would like the Tag Description to display. I have entered the appropriate descriptions to each Tag, but can't find a way to get them to display on the report. Any suggestions?

Thanks.

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can get the Txn description to show, but I'm not aware of any way to get the Tag description to be shown in a report other than printing the Tag List.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • BernerDad
    BernerDad Quicken Windows Subscription Member ✭✭

    Thanks. That's what I was afraid of. Back to the drawing board…

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Just out of curiosity … what kind of Tag Descriptions are you using? Isn't the Tag Name itself descriptive enough? Would you mind giving us an example or two?

    In Edit / Preferences / Reports only there are two selection boxes for Accounts and Categories, to show Name or Description or Both.
    But the same selection box for Tag Names and Descriptions is absent.

    Looks to me like, if you want this feature to be added to Quicken that posting an Idea would be in order.

    For additional information about Idea posts please read 

    https://community.quicken.com/discussion/7849425/creating-and-voting-for-ideas-in-the-community

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