Can I use colors for reporting, and/or can I 'tag' transactions without creating sub-categories?

I have struggled using ynab to help me create reports on my spending, because I do not want to create a bunch of sub-categories just for reporting purposes. I tried to keep all voluntary expenses as "Everything Else" but then I can't tell how much I spent on eating out vs. shampoo vs. vet bills etc.  I care about the total amount, not about budgeting for each sub-category. It would be nice if the color tags were useful for reporting. This way, I have one category "everything else" that shows me total spend, yet I can run a report that shows me how much I spent in each sub-category, without having a $$ amount assigned to every sub-category. 

 

Or, as an alternative, it would be nice to create a budget amount for the top-line category, and not assign $$ to sub-category entries. This would achieve the same result, where I simply care about total spend, and just use sub-categories to understand where my money went.  

Clear as mud? Does anyone else struggle with this?

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  • I think I would classify this as "Feature Request - Tags" - and add me to the list!  I hope reporting eventually becomes a little more robust in the future.  With all of the data being recorded into accounts, there's a ton of reports that could be generated.

    Like 3
  • What a great idea! I'm overwhelmed by all my categories. It would be great to have less of them, but have the capability to know what I spend in a more fine-grained way.

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  • Hey Bob's Your Uncle !

    I just want to make sure I'm understanding things correctly! When you say you don't care about budgeting for sub-categories, do you mean you want to be able to budget for a category group (such as "Everything Else") but still see what you spent? Meaning not tracking what you budget individually, just as a whole, but still being able to see a report of where those funds are going?

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  • Exactly! Ultimately, I do care about total spend, but don't want to get caught up in managing 10-20 sub-categories for dog food, toiletries, home repair... on and on. I just want to be able to tag transactions so a monthly report can be run to show where my money went.  I know that month to month, each of these sub-categories would fluctuate on money spent, which is why I think it'd be nice to not have to assign dollars to them, but just the Everything Else category as a whole.

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    • Bob's Your Uncle Got it! I went ahead and forwarded this to our development team. I can't make any promises, but this will at least let them know you'd like the option to better narrow down reports using those tags. :)

      Like 4
  • I am looking for the exact same thing. I have a family spending envelope that receives X number of dollars every month. I would like granular report of where I spent the "family spending" money but I don't want to have to create a ton of envelopes since I wouldn't spend money in all of them each month. Tags and reporting by tags would be great. 

    Like 1
  • I'm also looking for this functionality! 

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    • Hi Tan Device !

      Since this thread was created, we've changed the way we collect information for our development team. Would you mind submitting a Feature Request to let them know you'd like to see this option in the future? :)

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  • There IS a tag functionality... of sorts.  Just use a tag in the memo field.  Then you can search for it in the search bar.  For example: #Food or #Travel or #FamilySpending.  I use it for #Travel to get more granular on where my food and transportation goes.  I put all food into a category including traveling but I tag the traveling food with #Travel in the memo.

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      • FPU-Fan
      • FPUFan
      • 2 yrs ago
      • 1
      • Reported - view

      Tan Commander Yeah, sort-of, but that can't be used in reports.

      Like 1
  • You can export the register and use the tag in excel to trim it.  Again, workable but not perfect.

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