Show number of transactions linked to a category or tag when viewing Settings > Categories & Tags
When in settings and viewing the categories (or tags) there is no way to see if the category is used or how many transactions are linked to it.
In Quicken there is this capability and I have found it very useful for determining lightly used categories or unused categories. It is very useful for consolidating categories and simplifying the list.
Please add a column that displays the number of transactions liinked to each category. And it would be great if that number was hot-linked to a filtered report that would filter and show all the transactions assigned to that respective category.
Comments
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Hello All,
This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, it 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
-Coach Natalie
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I think it's a great idea! It would help to identify unused or little used categories so that they can be consolidated/combined/removed. Tags also. I have a bunch of tags that come up when I type that I'm pretty sure were only created by accident, but it's a bunch of steps to go to the settings and remove them and first check transactions (you have to change the date range to all time and filter by that category/tag) to make sure you don't need them, and/or to edit whichever transactions do have them before you delete them.
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