Ability to remove tags during bulk edit
Comments
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Hi @Norm6257, I’ve never been much of a tagged. I’ve been wondering lately how to use the tag field, what tags to use and what I’m missing by not using tags? If you have a chance I’d appreciate hearing how you use them. Thanks.Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer-1 -
Hi @Norm6257, I’ve never been much of a tagged. I’ve been wondering lately how to use the tag field, what tags to use and what I’m missing by not using tags? If you have a chance I’d appreciate hearing how you use them. Thanks.Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer-1 -
Hi @Norm6257 I’ve been wondering lately how to use the tag field, what tags to use and what I’m missing by not using tags? If you have a chance I’d appreciate hearing how you use them. Thanks.Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer-1 -
Hi @Norm6257 I’ve been wondering lately how to use the tag field, what tags to use and what I’m missing by not using tags? If you have a chance I’d appreciate hearing how you use them. Thanks.Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer-1 -
Simplifi team, WHY is this not a feature yet? Do you know how tedious it is to remove tags one by one on 100+ transactions? [removed - disruptive]? This seems to me like it would be a SIMPLE fix. Please fix and update.2
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Is this a feature now? I can't seem to figure this one in the webapp.
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@L.K., this post is requesting the ability to remove Tags when bulk editing transactions. This ability is not currently available in Quicken Simplifi, so please be sure to add your vote if you'd like to see it. 🙂
-Coach Natalie
-Coach Natalie
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Upvoted this as I use tags to indicate which transactions I've reviewed, since flags and the reviewed field are not included in the CSV export.
There have been cases where I selected multiple transactions and mistakenly tagged them as reviewed. It would be a good feature to be able to untag multiple transactions at once.
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I would also like to be able to edit the Reviewed flag in bulk.
Specifically, I noticed that whenever I bulk edit transactions, it marks them as Reviewed. Sometimes that's fine but sometimes it's not, I'd like it to show me that it'll do that and allow me to choose to either to mark them all as Reviewed, as Not Reviewed, or leave that field as is.
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I want this as well. Or better yet, allow us to import transaction category so we don't have to use the tag, then manually filter by imported tag to bulk set the category. Geez. It crazy to have technology require you to work so hard to get what you need. Tech is supposed to work for us.
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A potential workaround here is to delete a Tag in the Settings:Category and Tags. If the tag was has the wrong label, you could just rename it in Settings.
If you want to say, remove tags from multiple transactions, you could create a NEWtag, then Filter for OldTag, then add the NEWTag where appropriate, then delete the OldTag in settings. Not clean but workable.
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This works when the tag you are using is not used anywhere else in Simplifi. I tagged some investment transactions, and my Mint import broke down tags into several strings when the tags were supposed to be one line of text. For example, I tagged investment transactions as Int to denote Interest Paid to me. The Mint import process separated a Mint tag, "Internet and Phone", into two tags "Int", and "ernet and Phone".
So because I want to keep the tag in the investment area as I applied it, I find myself deleting tags one by one for 51 transactions. This enhancement will be nice.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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I imported my ten years of Mint data back at the beginning of 2023. Today I noticed that in the Transaction Activity pane, the Tag column for thousands of those transactions shows "NA". When I click on one of those transactions, the tag is "Unknown". I can manually delete the Unknown tag from that one transaction, but I have literally thousands of transactions to fix.
Please build in a way to bulk delete these NA/Unknown tags.
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Hello @DiZzyDMon,
Thank you for coming to the Community to share your feedback! Since there was already an Idea post requesting this functionality, I merged your request with the existing request.
Thank you!
-Coach Kristina
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I had a similar problem. The unknown tags show in the transaction list for reports but not anywhere else. I thought I deleted these tags manually but I did not get to all of them.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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To get the NA tags, did you delete the tags from Settings>Categories & Tags? I am escalating this issue as deleting a tag from the system should also delete the NA/unknown tags everywhere. Unfortunately, that is not the behavior I am seeing.
My bug ticket is below.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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bump, I just wanted to bulk remove tags but realized you can't do this in QS. Its very painful to have to remove each on individually. I'm going to try my workaround above…
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