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Does Moneydance support "dual categorization" of transactions?
I've switched from Windows to Linux, am looking for a replacement for Quicken (running it under CrossOver office, which works but is dreadfully slow). My key need is "dual categorization" of transactions - I need a mechanism classify transactions independently of their categories, i.e., assign alternate categories separate / independent from their main categories (Quicken does so via categories and "classes," MS Money via "dual categorization."
Does Moneydance provide a mechanism for dual independent categorization / classification of transactions (and permit use of both in reporting)?
Does Moneydance provide a mechanism for dual independent categorization / classification of transactions (and permit use of both in reporting)?
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Inappropriate?MD uses transaction tags, similar to tags in Mozilla Firefox and several recent versions of common programs.
You will find these under Tools / Edit Transaction Tags.
For reporting tagged transactions go to the Transactions report, click "all accounts", "Subtotal" by year, and "Filter by Tag", then select tag. You will get a reasonable report for all transactions under a single tag.
1 person says
this answers the question
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Inappropriate?MD uses transaction tags, similar to tags in Mozilla Firefox and several recent versions of common programs.
You will find these under Tools / Edit Transaction Tags.
For reporting tagged transactions go to the Transactions report, click "all accounts", "Subtotal" by year, and "Filter by Tag", then select tag. You will get a reasonable report for all transactions under a single tag.
1 person says
this answers the question
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Inappropriate?Thank you, John. I'd like to see MD add some capabilities in this area (e.g., use the tag values as column filters in an income vs expense report), but I can see how I could use the technique you suggest to get the figures for transcription into a report in my desired form. Regards, Rob L
