Enhanced Category and Tag Integration in Reports

spk5512

Feature Request: Integrated Tag and Category Drill-Down in Reports

Problem: Currently, Quicken allows tags and categories to appear in the same report, but they are displayed as separate groupings rather than as an integrated hierarchy. This creates several pain points:

• Reports can show tag subtotals OR category subtotals, but tags and categories are displayed in separate sections
• No way to drill down from Category to Subcategory to Tag with subtotals at each level
• Users see either "all transactions grouped by tags" then "all transactions grouped by categories" (or vice versa), but cannot see tags nested within categories
• To understand spending by both category AND tag requires manually cross-referencing separate report sections or running multiple reports

Real-World Use Case:

A family tracks kids' expenses using categories like Kids, Kids:Sports, Kids:School, and Kids:Activities. They tag each transaction with the child's name (Pam or Jim) to track spending per child.

What we WANT to see in one integrated report:

Kids Total: $11,445

• Kids:Sports: $6,200
  • Pam: $3,800
  • Jim: $2,400
• Kids:School: $2,500
  • Pam: $1,300
  • Jim: $1,200
• Kids:Activities: $2,745
  • Pam: $1,900
  • Jim: $845

What we CURRENTLY see: Reports display tags and categories separately, such as:

Section 1 - Grouped by Tag:

• Pam: $7,000 (across all categories)
• Jim: $4,445 (across all categories)

Section 2 - Grouped by Category:

• Kids:Sports: $6,200 (across all tags)
• Kids:School: $2,500 (across all tags)
• Kids:Activities: $2,745 (across all tags)

This requires users to manually cross-reference sections or export to Excel to understand the intersection of category and tag data, such as "How much did we spend on Pam's sports specifically?"

Proposed Solution:

Add an option to display tags as nested drill-down levels within category hierarchies in reports, treating tags as an additional layer below subcategories rather than as a separate grouping.

Report Settings would include:

• Option to nest tags within category hierarchy (instead of displaying separately)
• Ability to select which tags to include in drill-down (all tags or specific tags)
• Choice of where to position tag subtotals within the category hierarchy
• Option to show percentages at tag level (such as Pam equals 61% of Kids:Sports spending)

Report Output would display a single integrated hierarchy with categories as the primary grouping and tags as expandable subgroupings underneath, showing subtotals at each level with standard expand/collapse functionality.

Additional Benefits:

• Vacation tracking: Show total vacation spending by category (Airfare, Hotel, Activities) with trip tags nested underneath each category
• Business expense tracking: Show expense categories with client or project tags as drill-downs
• Gift tracking: Show gift spending by occasion (Birthday, Holiday) with recipient tags nested underneath
• Multi-car households: Show auto expenses by type (Gas, Maintenance) with vehicle tags for per-car cost analysis within each expense type

Priority:

HIGH - This feature would eliminate the need to manually reconcile separate tag and category sections in reports. While Quicken currently allows tags and categories in the same report, the lack of integration forces users to export data to Excel for basic analysis of the intersection between categories and tags. An integrated drill-down view would make the tagging system significantly more useful for household budgeting and analysis. I see lots of discussion on users wanting this feature. Could be as simple as multiple group bys or multiple subtotals option in reports customization.