Re: tags in reporting
Kevin Nugent <[email protected]>
| Newsgroups | gmane.comp.finance.moneydance.general |
|---|---|
| Message-ID | <[email protected]> |
Hi Rob, Tags have proven very useful in tracking deductable expenses on my rental home. It's been my experience though, that in order to delete a tag, it first must be removed (unchecked) from each txn that it was used with. HTH -Kevin N. > From: rob-9HHMsRDtEzTmgLyNmNZT/[email protected] > Date: Fri, 5 Nov 2010 10:22:48 -0600 > To: [email protected] > Subject: [moneydance] tags in reporting > > Hello everyone. This is probably common knowledge to all of you, but I wanted to share a Moneydance success story with you. > > I recently created a few temporary tags. They were "Ohio trip" and "DC trip", both representing a business trip and a vacation. I say "temporary" because in my workflow, I have a few tags that are permanent for my family, but these additional tags were intended only to help me know precisely how much each trip cost. I intended to delete the tags after the travel and Moneydance reporting was done. > > This plan works out really well. I just used the Transactions report with the following settings: > - all accounts > - subtotal by account (which is really category) > - filter by tag > > The power of this method, in my view, is that I can retain the usual categories like food, airfare, etc. The tag of course allows for very easy sorting into the report. > > Anyway, do any of you have similar usage of tags? > _______________________________________________ > moneydance-info mailing list > [email protected] > http://moneydance.com/mailman/listinfo/moneydance-info