Need more reporting flexibility

Jeff Hastings's Avatar

Jeff Hastings

16 Jun, 2016 01:20 PM

I am looking to switch from Quicken but have a need to allocate expenses between an Income Beneficiary and a Trust. I can do this by making separate categories for the beneficiary and the Trust but in Quicken it is more sensible to do by just creating two tags called Inc or Trst. Then on the expenses or income that needs to be separated I can just put a tag on it indicating where it goes not having to maintain a separate list of categories for each of the two types.

Then to report this I need to be able to filter the tags which I can do now with MoneyDance but I need the option in the tag filter list to include UnTagged along with the list of tags to select from so I can have the report include all intagged plus any of the other tags.

This untagged selection should also be available when selecting categories...i.e. "Uncategorized".

I may switch anyway with this feature or not and maintain two category lists but having this ability would be perfect.

  1. System closed this discussion on 02 Oct, 2016 02:37 AM.

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