Unknown/NA tags previously removed still show in reports and transaction activity

SRC54

I ran into this bug this week when I converted some tags to categories. (This isn't an easy thing to do, but going to reports and choosing tags allows you to do this better because it drills down to the individual splits; the transactions view (registry) won't let you do it. I was using tags instead of categories in order to have a subcategory of a subcategory, which is a new feature. However, it is still a bit buggy so I just made them subcategories for now.

Anyhow, once I deleted the old tags, I got NA ghost tags all over the place. No bulk way to get rid of them. I even created an NA tag to delete. LOL Didn't work. Again Reports allowing me to sort by tag made it relatively easy for me to click on all the NA ghost tags and delete them one by one.

I know I could have just waited for the bug to be fixed but even then, it might not clear out the NAs. They're gone now. Unless I've missed a stray one here or there.

@Max1223 @RobWilk

UrsulaA

Hope this bug is resolved soon. I used tags for categories when I imported data from Mint to see my historical reporting online in Simplifi and some of those deleted tags still show NA on the report page.

Max1223

Agree, with end of year reporting for tax purposes, I hope this can get cleaned up.

SRC54

https://community.simplifimoney.com/discussion/comment/44291#Comment_44291

I got all of mine cleaned up manually. The NA tags I had were all for the categories I created and changed, so I knew where to search for them, which may not be the case for you. Usually I could click on NA and hit the X to delete. A few were stubborn, and I had to put in a new tag, which then superseded the NA, which I then could delete.

UrsulaA

I am not going to clean the NA from the tags manually. It is a lot of work to clean up several years (09/2014-12/2021). I cleaned up NA tags for 2022, 2023, and 2024. I hope the solution comes so once a user deletes a tag, the tag is deleted and not shown as NA on the report page. The transaction list does not show the NA for tags.

Max1223

@UrsulaA do you happen to know if you Export transactions, will the NA/Unknowns show up in the file?

Thanks

https://community.simplifimoney.com/discussion/comment/44326#Comment_44326

UrsulaA

@Max1223 - if you export transactions from the report area, yes, the NA tags show up.

If you export transactions from the transaction list area, then no NA tags show up.

Max1223

@UrsulaA ok thanks, that's not great as from the Transactions list, you can't specify date ranges, unless I'm missing something.

UrsulaA

It is more convoluted to specify date ranges in the transaction list. I use the "Transaction Activity Showing Transactions since" selector (example since 2024) and then use <10/31/2024 in the search box. That results in transactions for 2024 through October month end. If I want only transactions for October, then I use >10/01/2024 with since 2024. In the resulting download, I delete the transactions I do not need, for example November transactions.

Max1223

@UrsulaA thanks for the tip. I didnt know you can use dates with less/more than in the search box. So I can set Since 2024 the add <12/31/24 when I do a search next year to get results from last year. Kind of wish QS would just fix the bug!

UrsulaA

https://community.simplifimoney.com/discussion/comment/44348#Comment_44348

Yes, you are correct. I download transactions to Excel each month so I use >mm/01/yyyy in the search box.

SRC54

@UrsulaA Wow, you imported since 2014? I went back to Jan 2021 when I started in November 2021, and that was heck! You are a braver man than I, Gunga Din. 😀

UrsulaA

https://community.simplifimoney.com/discussion/comment/44366#Comment_44366

Thanks, I like seeing the reports and spending trends in one place. It took me hours to import and I am not willing to spend more time cleaning NA tags. This issue started a few months ago when the split display was updated in the reports area.

UrsulaA

Any update on this bug? If someone wants to export transactions from the report page, the various NA clutter the CSV output.

Coach Natalie

@UrsulaA, as soon as we have any news to share, we'll be sure to post back here to let you know. There is no update at this time.

Thank you for your continued patience!

-Coach Natalie

Max1223

@Coach Natalie

Between this issue and then not being able to bulk remove a Tag, Tags becomes almost an unusable feature. I can't remove them in bulk via Editing, so if I delete the tag I wanted to change, then I get the Unknown/NA bug, which makes me feel like once a Tag is created, don't change it unless I'm willing to manually update/remove them, which could be hundreds! Kind of stuck in a bad circle of errors.

Is the Unknown issue actually being worked on? I can't tell as it's not a "feature". Re the Bulk remove, I see its "Active" but to me this is a bug and not a feature but it seems its not even being considered to fix.

thanks for listening, please let me know if I'm missing something and if there is a way to make changes to Tags, edit, remove. I've read the help articles :)

UrsulaA

https://community.simplifimoney.com/discussion/comment/46957#Comment_46957

I agree with the poster above. Any updates?

jamesfdavis7

I also agree with the poster. I have tried to embrace using Tags, but have also encountered system-created NA tags as residue from deleted Tags. Yes, I can edit a single transaction and manually remove the trash, but doing so for hundreds of transactions would be more than just irritating. Please either correct the system to clean-up the residual trash, or provide a method of mass editing/removing tags. Thank you ...

Coach Kristina

Hello @jamesfdavis7,

While there isn't currently a way to mass edit/remove tags, there is an idea post requesting that functionality be added. Please take a look and add your vote plus a comment if it's something you'd like to see implemented.

https://community.simplifimoney.com/discussion/3439/ability-to-remove-tags-during-bulk-edit

@UrsulaA,

I checked on the ticket and do not see any updates at this time. As soon as there are updates to share, we'll make sure to post back to let you know.

Thank you!

jamesfdavis7

How do I vote yes? I definitely in favor of the added functionality. Would it also correct the residue issue from tags already deleted?

UrsulaA

https://community.simplifimoney.com/discussion/comment/48743#Comment_48743

vote yes using the link below

https://community.simplifimoney.com/discussion/3439/ability-to-remove-tags-during-bulk-edit

UrsulaA

I am glad to see both this ticket and the idea open. Look forward to an update when it comes.

Coach Jon

Hello everyone!

We are back with an update on this reported issue. We are still able to reproduce the issue from our side, so we gave the ticket a bump in order to see some movement on the resolution of this issue. Thanks for your patience!

-Coach Jon

Coach Jon

Hello everyone!

We are back with an update on this reported issue. We are still able to reproduce the issue from our side, so we gave the ticket a bump in order to see some movement on the resolution of this issue. Thanks for your patience!

-Coach Jon

jamesfdavis7

Thanks for the update, Jon! Looking forward to a resolution.

Coach Natalie

Hello everyone,

I'm checking open escalations, and I just wanted to let you know the ticket for this issue is still open and being worked on. We will continue to post back here with any updates.

Thanks for your continued patience!

Coach Natalie

Hello everyone,

I'm checking open escalations, and I just wanted to let you know the ticket for this issue is still open and being worked on. We will continue to post back here with any updates.

Thanks for your continued patience!

DryHeat

@Coach Natalie

I have over 100 of these and I can't find a way to bulk delete them.

The Tag shows as "NA" in the column but shows as an empty space when I click in the field to edit it. There is no such Tab in my tag list in Settings or anywhere else.

I can delete these one by one but it would be a pain.

SRC54

@DryHeat Yes, the same thing happened to me and maybe also to @UrsulaA last year. I ended up deleting them one by one. It was a pain.

DryHeat

@UrsulaA

"The transaction list does not show the NA for tags."

FYI, my transaction list is showing over 100 NA tags. I don't know when that started as it is on older transactions.