Split tags need to be included in tag reports

anntms
anntms Member
edited February 8 in Reports

I want to request that the limitation on tag reports that do not include split transactions with tagging be fixed. It is a major problem with the tagging function.

In Quicken Classic, reports for tags only include transactions that have the tag applied directly to them—not to the split lines within a split transaction. Even if you tag each split line individually, those split lines won’t appear in tag-based reports. The only way to see split items in a tag report is to enter them as separate transactions, but this can cause reconciliation issues since split transactions are designed to be grouped together. This is a known limitation of tag reporting in Quicken Classic.

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