Category Tags

gobuckeyes · April 10

Currently when you create or edit a category, you can fill in other meta data like description, tax related info but it would be nice if we can customize what other meta data can be captured and maybe in the simplest form adding tags to categories. So for example while I could report on my shopping category, I might have sub-categories underneath where some are fixed budget items where every month I know I will spend $100 while the rest or others might be more flexible or non-monthly expense items. Being able to run reports off this kind of data could help simplify reports, budgets or just easier for people to think in context of what expenses or income they might have by tagging or further adding a classification without having to make a very complex category to subcategory structure that has multiple layers just to track the information you want to see.

jacobs · April 10

I'm not sure I understand the request. There are already Tags, which you can create and assign to any transaction. If you're specifically seeking a way to report on fixed and discretionary categories, there is an existing request for that:

Fixed and Discretionary Expenses (Budgets & Reports)

contact_robert

Jul 5, 2021

Hello. I would like Quicken to create a way to classify an expense as either Fixed or Discretionary. This would happen in the Category Window. I can do this at the transaction level by using tags, but i would have to do this for every transaction. Being able to classify at the Category level would allow users to understand where they have some flexibility in spending their money. Fixed Expenses (things you have to pay - taxes, mortgage, etc.) vs where there is some discretion.
The user should be able to do the classification themselves. Of course, being able to include the classification field in reports would also be helpful.
Thank you....love the Mac version...i switched from Windows and have never looked back...

See if that Idea represents what you're looking for.

gobuckeyes · April 14

Yes that is the idea I was looking for but must have missed it. This idea can be closed as I upvoted the original.

Category Tags

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Fixed and Discretionary Expenses (Budgets & Reports)

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