More Reporting Capabilities Around Tags

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  • Idea
  • Updated 7 years ago
Would you please consider enhancing the report feature?
For example, a report of all the 'tagged' items would be great!
(Ex.
#dining_out $78.24,
#movies $42.00,
#golf $200.00)

Rather than have to run X number of separate, individual tagged reports, it would be helpful to also be able to run one comprehensive report.
Thanks!
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michael.handorf

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Posted 8 years ago

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Steven Tafzil, Employee

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Hi michael.handorf,

Thanks for the suggestion. If you have the time, could you let me know more about how you use tags? Based on your examples, it sounds like they could be normal Envelopes.

I've added your suggestion to our requested features tracker, thanks for taking the time to suggest it!
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michael.handorf

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No problem, Steven.
I'm using tags like a 'lite' version of Quicken.

So, even though one of my ten envelopes is 'Food', I use tags like #food (in case I run out of food envelope money, and have to pull it from another envelope), #juicing (expenses related to juicing), and #snacks (soda, chips, non-healthy food).

In the Entertainment envelope, I might have #movies, #dining_out, #alcohol, #sports_activities, etc.)

So, while the 10 envelopes are convenient (Utilities, Food, Discretionary Spending (me), Discretionary Spending (my spouse), Fuel, Household, Insurance, Clothing, Child's Activities and Auto), we are currently using 40+ tags.

This allows us to manage expense categories within envelopes, especially if they 'cross' into another. For example, if my spouse and I go out to dinner with our son, it will get put in the Entertainment envelope, but tagged as #dining_out. If I go out with a buddy and have a burger while we watch the game, I'll put that in my Discretionary Spending envelope, as #dining_out. That way, we can see how much of our money is attributed to #dining_out, not just the stuff from the Entertainment envelope.

So, we're using tags to track overall spending on a category, regardless of which envelope it physically came out of. We tag every item, even if it's obvious (like #fuel in the Fuel envelope, or #food in the Food envelope.

I hope that helps.
I'll willing to get on the phone to talk through this some time. :)

We've abandoned Quicken as we've left the world of PCs for Macs, and I'd love to see EEBA become even more robust. We'll be paying for the enhanced version (20 envelopes) soon, but even 20 envelopes isn't going to satisfy our need for more aggressive tagging.
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Steven Tafzil, Employee

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Hi Michael,

Thanks for the detailed feedback, that really helps us think about how to make tags more useful for the future. If you ever have other suggestions on how to make EEBA more robust, let us know!
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michael.handorf

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Thank you, Steven.
One more thing on tagging:
A report to quickly show all entries 'without a tag' within a specified date range would be helpful.

Sometimes, my spouse will make an entry in EEBA, but she doesn't tag it.
Rather than double-check every one of her entries to look for a tag, I'd like to be able to run a report to see what I need to 'correct' by adding tags.
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Steven Tafzil, Employee

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Hi Michael,

With your comprehensive approach to tagging, I can see how being able to easily find untagged transactions, and then tag them, would be useful. I've added that to the requested features tracker, thanks for the additional information!