Ability to remove tags during bulk edit

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Comments

  • EL1234
    EL1234 Member ✭✭✭✭

    The remaining differences would be:

    1. A transaction can have multiple tags, but only one flag.
    2. You can filter for transactions with no flags, but not with no tags.
  • DryHeat
    DryHeat Superuser ✭✭✭✭

    @Max1223 @EL1234

    Also...

    You can organize some reports by Tag (one row per Tag) but not by Flag.

    You can have a large number of Tags but only a limited number of Flags.

    DryHeat
    -Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)

  • Jenny T
    Jenny T Member ✭✭✭

    I use flags and tags very differently. I use flags for temporary and review purposes while I use tags to supplement the transaction categories for things like each family member, specific vacations, etc. This allows me to analyze the data in much more flexible ways. This idea is still helpful as just yesterday I needed to remove tags from multiple transactions and had to do so one at a time. For me, this is much more of an exception use case though.

  • Max1223
    Max1223 Member ✭✭✭✭

    @Jenny T I never used Flags and wanted to use Tags in the same way you use both Flags and Tags. I wanted to use tags as I could give it a name and just stay with a simple, single system to "tag" transaction. So I made a Tag for temporary actions, gave it a name like "needs review" etc.

    I then went to bulk remove and couldn't do that.

    Would be great for QS to fix the bulk removal and be able to name Flags (what was the Black and Red flag again? doh) Again, if they completely fixed Tags, I'd likely just use Tags.

    @EL1234 filtering "untagged" would be awesome. This is a big reason why I'm parallel pathing another product that does not have flags, but can filter untagged, rename, bulk add and remove. It's a single system that covers how I monitor transactions.

    QS has two incomplete features that in my mind could be simplified down one feature.

  • EL1234
    EL1234 Member ✭✭✭✭

    I'd want to be able to filter both for transactions without any tags, and for transactions without a specific tag. I'm pretty sure there's an idea post for either one of those if not both…

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    @Max1223 I agree with you about Flags. I don't use them, but if others can use them, that's great.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • juli7
    juli7 Member ✭✭

    Reluctantly about to delete all my tags because the inability to remove tags when editing multiples makes the feature worthless. Really disappointed.

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Please read this conversation before you delete tags tied to transactions. It can lead to other problems:

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • juli7
    juli7 Member ✭✭

    Argh! I deleted the tag because that's the only thing people said would work. I give up!

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    @juli7 Hope it isn't too many transactions. You can go through them one by one and delete the tag. But of course that's what you did not want to do. Sorry.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • tim40
    tim40 Member ✭✭

    I would also like the ability to remove tags in bulk.

    In the screenshot below, it would be nice to have a second Tags drop-down on the right-hand side with the phrase "These tags will be removed from any already applied" underneath it. Any Tags listed in that drop-down would get removed when you click the Apply button.

    Tags are useful to me for expense reimbursements. For any expenses that I expect will get reimbursed by my company, they go into a "Reimbursable" Category. Then I have a "Reimb Cleared" tag to match up a reimbursement with the related receipts. But sometimes things get messed up and I need to remove "Reimb Cleared" from a bunch of transactions at the same time.

    image.png
  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present