Tags in Reports

jeremy's Avatar

jeremy

26 Feb, 2021 01:09 AM

I really need Tags in my Income and Expense reports. Please add this.

  1. 1 Posted by dwg on 26 Feb, 2021 01:38 AM

    dwg's Avatar

    I'm a fellow user.

    Tags are currently used as a filter mechanism in Income and Expense reports, so I believe you need to elaborate on how you need them to be used in such reports.

  2. 2 Posted by jeremy on 26 Feb, 2021 06:11 AM

    jeremy's Avatar

    As a column in the report.

    As an example, I have several vehicles, some personal, some business. I have vehicle related categories and use tags for the specific vehicle. When reviewing annual reports for tax purposes, seeing the vehicle in the tag is a huge help in verifying the information I report to the IRS. Sometimes you see something that you've incorrectly categorized all year and need to go back and correct.

  3. 3 Posted by tgilbert666 on 26 Feb, 2021 06:16 AM

    tgilbert666's Avatar

    +1 for me.

    It would also be helpful to group and subtotal by tag in many reports.

    I've noticed that MD seems to (generally) treat tags as incidental, whereas elsewhere and historically, I've considered them fundamental!

  4. 4 Posted by dwg on 26 Feb, 2021 06:27 AM

    dwg's Avatar

    I'm a fellow user.

    The only way of handling that with vehicles and tags today with Income and Expense reports would be to have a separate report for each vehicle.

    Otherwise you would have to breakdown categories further by using sub-categories.

    The Transaction Filter report does show tags and does have the ability to subtotal by Category.

  5. 5 Posted by Stuart Beesley ... on 26 Feb, 2021 06:44 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Fyi - my extract_data extension available from my site extracts the tags properly, even on splits, and you can extract to csv and then load into excel - if it helps.. The specific option you want is extract account registers

    https://yogi1967.github.io/MoneydancePythonScripts/

    (not support, just a fellow user)

  6. System closed this discussion on 28 May, 2021 06:50 AM.

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