Tags

Discussion List

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

  In Review mcjerbons 3.1K views 68 comments 227 points Most recent by Max1223 June 20Feature Requests
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  QBP: Reports should preserve custom Column layouts

  Active cyberstackn 9 views 0 comments 2 points Started by cyberstackn June 20 Quicken Business & Personal Feature Requests
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  Tags are not auto populated when creating a recurring transaction (edited)

  Micky1701 28 views 4 comments 0 points Most recent by Micky1701 June 9Troubleshooting
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  Check boxes for Categories, Tags, Rules to delete multiple items at once (edited)

  Micky1701 24 views 1 comment 1 point Most recent by Coach Natalie June 4Managing Your Transactions
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  Unable to search transactions by tag (edited)

  Closed Lauriefalaurie 24 views 1 comment 2 points Most recent by Coach Natalie May 11Troubleshooting
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  Adding tags per split? (edited)

  Answered ✓ Closed Mortimer Duke 24 views 2 comments 0 points Most recent by Mortimer Duke May 7Managing Your Transactions
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  Ability to Archive Tags

  Active Mergim 120 views 10 comments 16 points Most recent by MishaM May 5Feature Requests
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  Merged: Adding Tags to Split Transactions now requires clicking 3-dot menu. NOT GOOD.

  Closed MorganG48 1 view 0 comments 0 points Started by MorganG48 April 18 Feedback
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  Ability to Sort and/or Favorite Tags (edited)

  Active cas-sea 22 views 2 comments 5 points Most recent by traveller2020 April 2Feature Requests
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  Deleting multiple tags, rules, etc.

  Closed Micky1701 21 views 1 comment 1 point Most recent by Coach Jon March 24Feedback
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  Unknown/NA tags previously removed still show in reports and transactions

  Closed UrsulaA 728 views 65 comments 0 points Most recent by Coach Jon March 18Report a Bug
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  Reports using Tags bug or unexpected behavior

  Closed Max1223 174 views 11 comments 0 points Most recent by Coach Natalie March 18Report a Bug
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  Ability to edit the Tags tied to active Savings Goals (edited)

  Thaddeous 34 views 4 comments 2 points Most recent by DryHeat March 9Feature Requests
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  Tag list out of order on Web App

  Closed meoge 71 views 12 comments 1 point Most recent by Coach Jon March 6Report a Bug
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  Show number of transactions linked to a category or tag when viewing Settings > Categories & Tags

  Active Norm6257 53 views 3 comments 7 points Most recent by sbennet1 February 11Feature Requests
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  How can I include/exclude large, lumpy transactions from Net Income report?

  Closed alisoncap 12 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
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  Ability to Add Descriptions to Tags with Hover Tooltips

  Active MJacob 15 views 0 comments 3 points Most recent by MJacob January 17Feature Requests
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  15

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

  Active nicola 101 views 6 comments 15 points Most recent by gofin715 January 17Feature Requests
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  Ability to remove tags during bulk edit

  Active Norm6257 1.1K views 45 comments 66 points Most recent by TwelveSilverPennies January 15Feature Requests
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  Ability to add Tags to Investment Holdings (edited)

  TRS_One 15 views 1 comment 3 points Most recent by Coach Natalie January 8Feature Requests
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 104 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  Add Tags to Transactions in Spending Plan

  Closed MikeZ 42 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
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  where did comments/tagging section go?

  Closed Kartad 21 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
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  Automated Labeling based on transaction characteristics

  Closed dbs2025 22 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions
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  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 115 views 11 comments 0 points Most recent by DannyB October 2025Report a Bug
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  Merged: Bulk editing to remove tags

  Closed amackles 1 view 0 comments 2 points Most recent by amackles October 2025Feature Requests
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  Can't delete a tag

  Closed WB1742 11 views 1 comment 0 points Most recent by Coach Kristina October 2025Troubleshooting
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  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 2K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
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  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 144 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug