Transaction Rules for Tags [edited] (2 Merged Votes)

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Comments

  • amamadou
    amamadou Member

    @Coach Natalie is there any update on this, or this is not planned for this year? This will be a very great feature to have and will help save a lot of time as well, for those using tags for each transaction. Thanks in advance.

  • Travis H
    Travis H Member ✭✭

    @UrsulaA - looking fwd to this feature. I’d like to add my definition of it, which I think is key:

    Tagging rules should work pretty much like transaction rules, but they can’t be an extension of transaction rules. The core value of tags is they are an independent and orthogonal way to classify transaction, separate of the MECE category taxonomy. Because of this, the rules engine can mirror, but should be largely independent of the transaction category rules. At most it should take the assigned category as a potential ingredient for tag determination. But it shouldn’t be limited by that.

    Think of a transaction for “health insurance”. Today, most people probably have a top line category of “health”. Another top level category could be “insurance”. This transaction becomes ambiguous or difficult to assign a MECE category for. I’d probably put this under the category of “health” and then I’d like to automatically tag it as “insurance”. I’d similarly like that “insurance” tag to be applied to auto insurance, home insurance, and so on. This is why the rules engine for tags must not be strictly dependent upon the category rules and taxonomies.

  • Travis H
    Travis H Member ✭✭

    @UrsulaA -

    “Enhancements to goals and spending plan features”

    I know you guys have been pushing this out there. Maybe others love it. I personally don’t find it useful. Not interested… One related ask: pls allow those of us that don’t want to use this feature to disable any potential recurring prompts or related dashboard components. I’ve already voted for some features to suppress the constantly annoying “is this a recurring transaction?” prompts (I realize that’s different, just want to be sure we can suppress any spending plan features like that if you’re planning them).

  • pjthomas404
    pjthomas404 Member

    Please tell me this is happening soon. It should be ridiculously easy to implement…

  • funit49
    funit49 Member ✭

    another +1, crazy it's not implemented

  • Bill V
    Bill V Member

    Another use case in support. I have a primary home and a retirement home and use tags to separate similar expenses, such as Gas & Electric. That way I can see what portion of the expense if for which property, or I can view expenses by tag, all retirement home or all primary home. Thanks

  • Mountain Boy
    Mountain Boy Member

    +1 for tag rules to follow names

  • Ruth
    Ruth Member
    edited August 12

    I'd like to have certain categories automatically tied to a Tag.

  • Coach Kristina
    Coach Kristina Moderator admin
    edited August 12

    Hello @Ruth,

    Thank you for coming to the Community to share your idea! You may also find this similar Idea interesting:

    [removed link to merged thread]

    If it's something you'd like to see added to Quicken Simplifi, please add your vote. Ideas that get enough votes may be implemented in the future!

    Thank you!

    -Coach Kristina

  • Ben1
    Ben1 Member ✭

    really need rules for tags… please add this asap

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