It would be great if there was a way to add Tag(s) to specific Categories, so that when a transaction is categorized the tag(s) could be applied automatically.
Hi @kgl55428,
Thanks for sharing your idea! I moved this out of Feature Requests for now, because i wanted to point out that Quicken Simplifi already has a feature that may help with this: transaction rules. Rules can automatically apply tags to transactions based on criteria you specify, such as the payee.
You can learn more about setting up rules here: Creating Rules in Quicken Simplifi.
For example, you could create a rule that applies a specific tag whenever a transaction matching your criteria is entered.
However, I understand you may be looking for something different: the ability to associate a tag directly with a category so that the tag is automatically applied whenever that category is assigned, regardless of the payee.
Could you clarify whether transaction rules meet your needs or if you're specifically looking for category-based tag automation? This will help us better understand your request and determine whether a separate feature enhancement is needed.
Thanks!
@kgl55428
I’m interested in your answer too. I’d like a way to automatically apply a Tag anytime a particular Category gets used…regardless of transaction. I’ll vote if that’s what you picture!
hi! I think this should be put back in feature requests (I'm kind of surprised it's not duplicated by this point?)
The Rules aren't complete enough to handle this - you'd need to anticipate every transactions' tags by payee, etc.
A very direct use case for this is tagging categories as 'discretionary' or 'non-discretionary' for budget ('spending plan') management. The reports already allow filter and breakdown by tag, so this would allow great summary reporting. There is another request for doing budget vs actual reporting but this would help.
You do run into an issue where changing a category would need to implicitly add tags, and determine what do do with tags that are already there (which may have been placed there based on an old category assignment, OR placed there manually) - I think a rational approach would be to remove tags that are associated with the old category, and add tags associated with the new category, and leave other tags alone.
