Tags

Discussion List

• 
  How can I include/exclude large, lumpy transactions from Net Income report?

  Answered alisoncap 15 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
• 
  218

  Up Down
  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3K views 65 comments 218 points Most recent by alisoncap January 22Feature Requests
• 
  3

  Up Down
  Ability to Add Descriptions to Tags with Hover Tooltips

  Active MJacob 16 views 0 comments 3 points Started by MJacob January 17 Feature Requests
• 
  14

  Up Down
  Advanced Tag Filters using AND based filters or OR based filters (edited)

  Active nicola 102 views 6 comments 14 points Most recent by gofin715 January 17Feature Requests
• 
  65

  Up Down
  Ability to remove tags during bulk edit

  Active Norm6257 905 views 45 comments 65 points Most recent by TwelveSilverPennies January 15Feature Requests
• 
  3

  Up Down
  Ability to add Tags to Investment Holdings (edited)

  TRS_One 20 views 1 comment 3 points Most recent by Coach Natalie January 8Feature Requests
• 
  16

  Up Down
  Color coding tags/categories/accounts (edited)

  Active shinyllama 110 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
• 
  I deleted a tag, then QS created a "NA"/ "Unknown" Tag in it's place

  Max1223 121 views 10 comments 0 points Most recent by juli7 January 2Report a Bug
• 
  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 469 views 50 comments 0 points Most recent by UrsulaA January 1Report a Bug
• 
  Add Tags to Transactions in Spending Plan

  Closed MikeZ 47 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
• 
  where did comments/tagging section go?

  Closed Kartad 27 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
• 
  Automated Labeling based on transaction characteristics

  Closed dbs2025 25 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions
• 
  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 114 views 11 comments 0 points Most recent by DannyB October 2025Report a Bug
• 
  14

  Up Down
  Ability to Archive Tags

  Active Mergim 91 views 9 comments 14 points Most recent by MishaM October 2025Feature Requests
• 
  Merged: Bulk editing to remove tags

  Closed amackles 7 views 0 comments 2 points Started by amackles October 2025 Feature Requests
• 
  Can't delete a tag

  Closed WB1742 15 views 1 comment 0 points Most recent by Coach Kristina October 2025Troubleshooting
• 
  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 1.9K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
• 
  Reports using Tags bug or unexpected behavior

  Max1223 116 views 8 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 147 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  Rules to add tags

  Closed Bill_B 20 views 1 comment 0 points Most recent by Coach Kristina September 2025Managing Your Transactions
• 
  17

  Up Down
  Delete the associated Tag when a Savings Goal is deleted (edited)

  In Review pawebb 263 views 9 comments 17 points Most recent by Max1223 August 2025Feature Requests
• 
  No Tag Filter (edited)

  Closed ronlm 13 views 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
• 
  Tag list out of order on Web App

  meoge 60 views 10 comments 1 point Most recent by Coach Natalie August 2025Report a Bug
• 
  Merged: Alphabetize Tags on Desktop Browser

  Closed TexanTommy 1 view 0 comments 1 point Started by TexanTommy August 2025 Report a Bug
• 
  49

  Up Down
  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 541 views 26 comments 49 points Most recent by jagrock August 2025Feature Requests
• 
  Type ahead ability in the categories and tags

  Closed MoltingPhoenix 27 views 1 comment 1 point Most recent by Coach Jon July 2025Categories and Tags
• 
  Cannot add tag to only one side of a transfer transaction

  Closed stevel0821 15 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
• 
  5

  Up Down
  Web App: Ability to Group Tags like the Mobile App (edited)

  Active Flopbot 121 views 9 comments 5 points Most recent by Flopbot May 2025Feature Requests
• 
  Can Simplifi Generate a Report that EXCLUDES a Particular Tag

  Closed bcrossman 114 views 4 comments 0 points Most recent by bcrossman April 2025Using Reports