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Reports using Tags bug or unexpected behavior

Max1223

[removed]

In Reports, I have Filtered a report with 3 tags, but a 4th shows up. This seems to be a bug. The reason the 4th shows up is because one of the selected 3 has an additional tag in the transaction, so the 4th shows because of that. Example:

Tag 1: Person A
Tag 2: Person B
Tag 3: Person C
Tag 4: is a combination of Person A and Tax Related used in several transactions

My expectations are that if I filter for 3 tags, that's all that should show up. The 4th seems unexpected. In a 3 month view over time, Tax Related, breakdown by Tag (tag 4) shows as separate bars and to see totals for Person A, I need to manually add up Tag 1 and 4 to get the total of Person A's amounts.

Here is the Bug, in a 3 month view, Over Time (breakdown by Tag):

Tag 4 shows up as separate bars but only as Tax Related, ok BUT
Tag 1/Person A who was tagged in the Transaction combined with Tax Related, does NOT show up in those expenses. It seems that quicken is creating separate bars/amounts for each individual tag. Again, if I filter for 3, but get more, that doesn't seem right.
FYI some transaction actually have 3 or more tags, but the other tags don't show up at all in the bars.

Thanks

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Coach Natalie

@Max1223, thanks for reaching out!

Please provide more details, such as:

What specific Report are you running?
Are you using the Quicken Simplifi Web App, the Mobile App, or both?
Is "Tag 4" from your description above an individual Tag, or are you using 2 Tags on those transaction(s)? If the latter, what specific Tags are you using for the transaction(s)?
What specific Tags do you have the Report filtered to?
Some screenshots of what you're seeing would provide a lot of insight as well.

We look forward to your reply!

-Coach Natalie

Max1223

@Coach Natalie i left a comment with images, wondering if that did not make it through?

Max1223

Hi @Coach Natalie

Thanks for the reply, see below.

My original goal of filtering by Tag in Reports was to see expenses across 3 people over time, either at large or within selected Categories.

What specific Report are you running? I run a regular Report. Filter 3 specific Tags (names of 3 people), Breakdown by Tag

view bars over time

What specific Tags do you have the Report filtered to? Names of 3 different people.

Are you using the Quicken Simplifi Web App, the Mobile App, or both? Using Web App

Is "Tag 4" from your description above an individual Tag, or are you using 2 Tags on those transaction(s)? If the latter, what specific Tags are you using for the transaction(s)? After selecting 3 people Tags in the filter, 4 bars show up. the light blue is the unexpected tag as I didnt select it in the filter. When I look at the transactions, it seems to be there because the transaction has multiple tags, one of my selected people Tags and the 4th, "Tax Related", that I did not select.

You'll see in prior months, Tax Related is showing up, which is accurate as it shares a tag, but does not show up as one of people tags. It shows as Tax Related. The reason the blue, green and orange are not showing up is because i have not gone backwards to add those tags in November. I'm coming from Mint, so I'm back filling some, not all, of the data.

Because of the multiple tags in a given transaction, one of 3 people plus Tax Related, the totals are spread out across the tags, so that definitely makes the results unusable as totals are spread out across the 4 Tags.

FYI when I add a category filter that does NOT include the Tax Related tag, I get the expected results, I see 3 names (tags) with bars. So the unexpected result again is seeing the additional bars that are NOT my selected filter of the 3 names. Note that in further experiments, if the transaction has additional Tags, Quicken with pick those up and bring back results with as many multiple tags applied to the transaction.

thanks for your help.

Coach Natalie

@Max1223, thanks for posting back with additional details!

I was able to replicate this issue and have gotten it reported. I'll be sure to let you know as soon as an update is received.

-Coach Natalie

SIMPL-19159

Coach Natalie

@Max1223, hello!

I'm going through old bug tickets, and this issue seems to be mostly resolved. I no longer see the erroneous tag and the "object Object" in the tooltip of the Over Time view. However, I do still see the erroneous tag in the graph part of the Total view, though it appears to at least no longer be calculated toward the report total.

With that, I updated the ticket with my new findings and gave it a bump. I will continue to post back here with updates! Thanks for your continued patience!

Max1223

@Coach Natalie thanks for the update.

just tried this workflow again. For me, it still shows results when a line item has combined filters as in my original post. I select 3 tags in the filters but get additional results.

When I rollover the bars, the Total does include the "4th Bar" still. But I do see what you mean by "no longer calculated" BUT actually, I do want them calculated.

Filtered selected tags:

John
Jane
Joe

Returns:

Bar 1: John
Bar 2: Jane
Bar 3: Joe
Bar 4: Doctor expenses (transactions that have both Joe, Jane and John and Doctor tags)

So Bar 4 is unexpected as I was hoping to see all of individuals including Doctor in their respective bars added up as a total, but right now Bar 1,2,3 and Bar 4 have their own totals.

I don't see an "object Object" in the tool tip.

Again, thanks for getting back to me, but not a lot of hope on this one.

Max1223

Interestingly, a watchlist with a single tag, Jane, gathers all results, even with transactions that have other tags, eg. Jane and Doctor or Jane and Tuition etc.

I was hoping that reports would just combine the 3 people in a single report, 3 bars, overtime like a watchlist.

Coach Natalie

@Max1223, I just wanted to let you all know that the escalation for this issue is still open and ongoing. We don't have any updates to provide yet, but we will post back here as soon as we have any news to share.

Thank you for your patience!

Coach Natalie

@Max1223, with the Enhanced Reports currently in Early Access, the issue reported here seems to be obsolete. Please enable Early Access to use the new Spending Report and let us know if you're still seeing this issue after doing so. I want to confirm before closing the ticket as obsolete.

Thank you!

Coach Natalie

@Max1223, hello again!

I wanted to reach out again in hopes you saw my last message:

https://community.simplifimoney.com/discussion/comment/66957#Comment_66957

We are looking to close out the ticket, so please let us know!

Coach Natalie

@Max1223, I wanted to reach out one last time here. If we don't hear back from you by Monday, March 23rd, we will be closing out the ticket as obsolete.

Thank you!