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Ability to Archive Tags

Mergim

I am hoping that Simplifi can make some changes to Tags to Archive. At times, if I take a special trip, or use it for a special project at home, and would like to archive it so that they don't show up each time. My ask is that I would like the functionality to use tags on a temp basis, and archive these when they are complete.

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Comments

RobWilk

Something like a "HIde from list" (the way they were talking about the ability to hide accounts) option, would be useful. Ideally it would be like a checkmark that could be hidden and unhidden.

For me, this is not a high priority, but it would be useful.

-Rob

ScribblyAnn

I would also like this feature, in the form of a 'hide from list' checkbox. I want to use the savings goal feature for quite a few smaller goals, and once those goals are complete, be able to hide it from the tag list without deleting the tag. I still want the tag to be associated with those transactions, but at this rate the list is going to get longer and longer.

It would also be nice to hide or archive old completed savings goals.

Coach Natalie

Hello All,

This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.

Thank you,

Quicken Simplifi Community Support Team

egal

I use tags for specific one-time uses as well like vacations and this would be helpful.

EL1234

I think I would probably use tags more if they had this ability.

Jenny T

I think a way to mark a tag as inactive would be helpful since there are short-term use cases for some tags (like a vacation or a home project). To me inactive would mean that it’s not available to add to transactions which would allow shorter pick lists and possibly eliminate entry errors. I would want the ability to change the status back to active in case I wanted to use it again for a similar use, rename it, or simply to correct an error found in the future. Marking them inactive would not remove from reporting or transaction filters, etc.

SRC54

I do the same thing tagging my wife's trips. So I'll upvote it.

mglarocca

This seems pretty standard need.

tag transactions on a specific trip for an analysis…… still helpful to know that a year or 2 later.. but I"m not going to use the tag again.

- After importing from mint.com… I'd like to do the same with my mint.com categories.

MishaM

Bump! like @mglarocca said - I have tags for various trips - useful for retrospective reports but I won't be using them in transactions again. They're starting to take up a lot of space!

MishaM

bump!