Improved Tag Management

turtle
turtle Member
edited November 2023 in Feedback

I wish tags could be managed better from within Settings.

They should automatically sort alphabetically so it's easy to find one you're looking for (to remember what you called it in the past or edit it).

Also, it would help if each could have a little flag showing how many entries use it, and the ability to click it to see those entries. This way I could at least quickly delete unused tags and update a tag to a new one in the associated entries before deleting the original one. As it is now, I have to tediously go between Settings > Tags and Transactions > Filter to make sure everything is consistent.

At a minimum, maybe tags that aren't being used could be in their own section at the bottom (alphabetically) with a header Unused Tags.

Comments

  • SRC54
    SRC54 Member ✭✭✭✭

    I agree that it's a bit disconcerting that they are not alphabetically listed.

    I mainly use tags to replace for what I used to use sub subcategories. But sometimes I used them for special projects.

    Steve
    Quicken Simplifi Since 2021
    MS Money/Quicken Classic Since 1991

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    They've recently demonstrated that they can alphabetize the tags in the below fix, they just haven't done it in settings→tags, I wasn't able to find someone reporting that issue before you, maybe this will get fixed now as well:


    Rob Wilkens

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited September 2023

    Hello @turtle,

    Thanks for posting to the Community!

    I am also seeing an issue with Tags not being sorted alphabetically under Settings > Categories & tags, and it appears to only be occurring on the Web App. I have gone ahead and gotten this reported and will be sure to post back as soon as an update is received.

    For the other items you mentioned, I found an existing request for the ability to see the number of transactions a Tag is used on:

    I'd suggest adding your vote and feedback regarding that part of your post there, and be sure to include the part about being able to select the number to see the transactions that Tag is being used on. For the other item you mentioned (moving unused Tags to their own section), I'd suggest creating an Idea post requesting this so other users can vote on it and our Product Team can review it.

    I hope this helps!

    -Coach Natalie

    SIMPL-18169

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hey everyone! A fix for this is expected with the 3.89.0 Web Release. 🙂

    -Coach Natalie

  • Not to hijack this thread, but this jumped out to me:

    "FlopbotAug 5, 2023

    @Coach Natalie ,

    Let me know if you'd like this to be turned in as a different post. I've confirmed that the that the Tag order is now alphabetical on both the Mobile App and on Desktop App when editing transactions!! Thank you!

    I was under the impression that Simplifi was web-based and accessible solely through the iOS on Android app store. Are there desktop applications with windows avaible as an additional option?

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    The desktop "App" is the web app.


    Rob Wilkens

  • Flopbot
    Flopbot Superuser ✭✭✭✭✭

    @WinstonTeracina

    Rob has you covered, yes, the Desktop App is just Simplifi Online; accessing Simplifi from the website instead of the Mobile App.

    Chris
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
This discussion has been closed.