tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/228-tags-in-reports-on-transfer-transactionsInfinite Kind: Discussion 2016-03-19T05:04:59Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/371413702015-06-21T16:52:09Z2015-06-21T16:52:09Ztags in reports on transfer transactions<div><p>Hi Zip</p>
<p>There is no easy way around this. Tags in Moneydance are only
really associated with one side of a transaction, the side that you
enter the tag on. I think the primary reason for this is to do with
summing for reports. If the tag were on both sides of a transfer
and I ran a report asking for all transactions with a particular
tag the total of the report would be zero as both sides would be
included and they would cancel each other out. I have spoken with
the developers on this topic a number of times over the years and
they are not inclined to change the way this works. I am sorry it
does not meet your needs.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/371413702015-06-21T17:42:10Z2015-06-21T17:42:10Ztags in reports on transfer transactions<div><p>Ugh!! The fact about potential problems in summing in reports
seems<br>
like a silly reason to do it like that. Kind of like throwing the
baby<br>
out with the bath water to me IMHO. It's the same issue if you
run<br>
reports that show the accounts on both sides of a transfer. I can
see<br>
where that would be a problem but it seems like there are ways
around<br>
that. One solution would be to either make summing on reports you
can<br>
filter by tags to not be possible (like do it only on the
transaction or<br>
transfer reports, etc. ) or put a warning or make it an option
or<br>
whatever. It's only a problem on reports where you are doing the
report<br>
on multiple accounts, right? Y'all limit what we can do in reports
in<br>
many other facets (like not being able to choose only
reconciled<br>
transactions, or not choosing categories and accounts in the
same<br>
report, etc.) so IMHO I don't see how this is different. Sigh.
I<br>
realize that I alone am apparently not going to change the
developers<br>
mind on this but maybe if enough people continue to tell them about
this<br>
they will eventually change this. I'm not holding my breath though.
:(</p>
<p>So, moving on ... do you have any suggestions on how to
accomplish what<br>
I'm trying to do? This is already my second attempt at trying to
find a<br>
solution in MD. I really do feel like the program is working
against me<br>
with everything I try to do. :(</p>
<p>I need to have a way to mark the funds from a transfer
transaction as<br>
available (or partially available) or not over time. Since they
are<br>
transfers I can't use a category because MD uses Category and
Accounts<br>
interchangeably for whatever reason. To me accounts and Categories
are<br>
two totally separate things but that's a different
problem/complaint.<br>
Categories is what I tried originally. I had to move to tags
because of<br>
that.</p>
<p>So, any ideas?</p>
<p>Thanks, as usual, for your help.</p>
<p>Michelle</p></div>ziptag:infinitekind.tenderapp.com,2009-01-14:Comment/371413702015-06-21T17:46:38Z2015-06-21T17:46:38Ztags in reports on transfer transactions<div><p>I am not entirely sure what you are trying to achieve. I think
what you want to do is run a report that shows you what finds in an
account are available. I think in such a case you can use tags you
just have to be sure to tag the transaction in the account that the
funds are moving to.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/371413702015-06-22T14:26:23Z2015-06-22T14:26:23Ztags in reports on transfer transactions<div><p>That is essentially what I want to do. We have kind of a
"slush"<br>
account where things like rebates, bonuses, money we get as gifts,
etc.<br>
goes. It gets used over time and sometimes not all as one chunk<br>
(meaning a $500 bonus might get used over multiple transactions).
The main problem with adding the tags from the other side is that
everything<br>
in our accounting system originates from our checking account. We
use<br>
envelope banking (where you have different "categories" that you
save<br>
for like car maintenance, vacation, etc.) so we have a bunch of
virtual<br>
savings accounts that we transfer money out of checking, into
those<br>
virtual savings account. Our checking account is the central
point.<br>
Everything comes into and out of that. In other words, we don't
spend<br>
money out of our savings account or deposit directly into our
savings<br>
account. It all goes through our checking account first and
gets<br>
transferred. So, in order to do what you are suggesting, I have
to<br>
remember that after I enter it into the checking account, I have to
then<br>
go into the destination account and add all the tags there. It
sounds<br>
easy but after 20+ years of doing it the other way, it's likely I
will<br>
forget and make a mess of my setup so I was looking to avoid that
if<br>
possible. I would also need to go back and change all of my
automated<br>
transactions to go the other way. It's doable I guess, just likely
to<br>
be painful so I was looking for alternatives.</p></div>ziptag:infinitekind.tenderapp.com,2009-01-14:Comment/371413702015-06-24T21:12:22Z2015-06-24T21:12:22Ztags in reports on transfer transactions<div><p>You can try using the memo field and then a transaction filter
report edited for the memo field.</p>
<p>What i think you are trying to do is create a manner to identify
unexpected cash inflows that you have set aside and isolate them
from your long term savings. if this is correct you should be able
to use the memo field to "available" run a transaction filter
report for your savings account edited with the memo toggled and
"available" in that field. You should see a report with the
transfers in and out with that memo.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freeman