Support of tags?

There are transactions that happen every so often. An example of this would be Education expenses. Currently this might come out of several categories (Splurge, Education Books, Education Fees, Savings, etc). It would be great if transactions could support "Tags". This way I could choose to add tags to items I need to track later. I think this type of feature could really expand on the capabilities and be really useful.

  • Tax Time Scenarios
  • Tracking/Tracability
  • Provide granularity when multiple aspects dip into same category (Splurge Fund, Savings, etc)

Has anyone suggested this? Is this a black hole request? Thanks

Here is a made up example: We go on vacation and my daughter buys something as a souvenir that actually is going to be used for school and qualifies as a tax deduction. The funds will be removed from the Vacation Fund but later I want to be able to group this into Education expenses for tax purposes. A tag would allow a report later to be run which shows me all of the items tagged.

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  • I hashtag things in the Memo all the time.

    Reply Like 1
      • RIP_MSMoney
      • FinTech Programmer
      • rip_ms_money
      • 7 mths ago
      • Reported - view

      jenmas That memo field seems too big of a catch all. Does "# and @"  have special meaning in that field?

      Reply Like
      • Patzer
      • Retired at age 60. Thank you, YNAB!
      • Patzer
      • 7 mths ago
      • Reported - view

      RIP_MSMoney You can filter based on the contents of a field.  I had never filtered on the Memo field, so I gave it a try just now.  Selected Search, typed in "vet", and picked "find 'vet' in Memo field" off the dialog.  Sure enough, it found the 2 transactions where I bought vet wrap from Amazon and noted that in the memo field.

      If I were *planning* to use the Memo field to search, I'd start writing down hashtag keys for things I was interested in searching for.

      Don't know how this works with reports; I mostly ignore reports and work with the register and budget pages.  But it's trivial to select all transactions found by a search and get a total.

      Reply Like
  • RIP_MSMoney said:
    That memo field seems too big of a catch all. Does "# and @"  have special meaning in that field?

     They don't have special meaning per se. Because the memo field is a catch all, it just creates a bit more separation. I mainly use the hashtags for vacations. I have a general vacation category so I want to know if expenditures are for #PuertoRico2018 or #Paris2018. I know some people will do something like #MyrtleBeach2019 @SonsName to  indicate that while in Myrtle Beach, they bought something for their kid. While I think that it is ridiculous that they want me to put my check numbers in the memo field, this type of information is exactly for the Memo field in my opinion.

    Reply Like 1
  • Patzer jenmas I was not aware of the "in Memo Field" aspect. That is nice and will start using that more often. I just wish there was a more formalized use of tags so that when I hit #/@ it would popup the tags I have created. No different than how they are in these forums. If I spell them wrong then I will lose them later.

    I now understand that this can "kindof" be done. Just wish there was more substance to tags.

    Reply Like 3
    • Hi RIP_MSMoney ! I haven't personally come across a request for tags for transactions yet, but it seems similar to some discussions around flags.

      The flag feature allows you to mark a transaction or group of transactions with a particular color. This is useful to highlight certain types of transactions that aren't necessarily the same category, such as tax-deductible expenses.

      You can then use the search bar to filter by flag color. You can select multiple flags at the same time if needed, and then you can select the transactions to see a “Selected Total” at the top of the register.

      There are some great discussion in the Forum on how folks utilize those. Though a key difference here is that flags currently have six options. Would you mind sending this over as a Feature Request when you have a moment? We really appreciate you sharing your suggestion! I hope that the tag in the memo field, or a flag can be useful to your workflow in the meantime. 😀

      Reply Like 2
      • RIP_MSMoney
      • FinTech Programmer
      • rip_ms_money
      • 7 mths ago
      • 2
      • Reported - view

      Nicole yes, what i am looking for would be similar to flags but more flexible. From what I am seeing and can tell, Tags can accomplish what flags is currently providing but not vice versa. Add a name and allow more to be created and it would be more similar (i think). Flags are nice but the meaning of the colors needs to be remembered. Not as easy when multiple people have hands in the pot. Plus the number of flags provided is too little for what i need currently. I submitted the feature request.

      Reply Like 2
      • monkeyhanger
      • No animals were harmed
      • monkeyhanger.1
      • 7 mths ago
      • 1
      • Reported - view

      RIP_MSMoney The Toolkit allows you to name the flags. Just FYI, I realise that doesn't answer other bits of your request.

      Reply Like 1
      • Patzer
      • Retired at age 60. Thank you, YNAB!
      • Patzer
      • 7 mths ago
      • Reported - view

      RIP_MSMoney 
      I did not suggest flags for the tag function because a) there are only six colors, and what if you need 8 tags? and b) using flags for the tag function makes them unavailable for anything else, unless the limit of 6 colors allows you to do 2 things that require no more than 7 different states, in combination.

      I use flags for my own workflow process, which won't be relevant to most other users.  But I could see a utility for flags, even if I have to do hashtags in the memo field to create them.  I don't do that now, but this topic has got me thinking about things like, make sure I get the first letter right so I can search on #p to find all tags that start with p and correct any typos.

      Reply Like
    • Nicole , This frustrates me as I've requested 3 times (most recently today) tags.  Copy the functionality of Quicken tags. The reason Memo doesn't work is that instead of using the software to help you report, you have to now create a workaround.  If they just added a *Create tag* at the top with the category, you could pick Category Fuel and select tag *Work to know you are going to get money back.  Evernote also has Tags you can copy.  I love YNAB, but am not in love with the support like others are.  This just hits on why. I currently use Quicken as well for taxes and tags, and use Ynab for budgeting.  I saw that they changed the colors for people due to colorblindness, which I think is awesome.  How many people need to request tags to get it done?  I will start collecting signatures if that's what it takes. 

      Reply Like 3
    • Hi Slate Gray Hail ! Thank you so much for submitting a Feature Request! We really appreciate it. Our designers have a great process for digesting feedback, quantifying how it relates to the YNAB Method and how it might help YNABers reach their goals. They prioritize projects using that data, so it's really important to us! 

      We can’t make any promises on if or when a feature will be implemented, but all requests are considered—and filling out that form that puts it on our list of possibilities! 

      Reply Like
  • I understand what you are asking for and how you would use it, but I think it would be better to use the YNAB method to manage an expense like this.

    If it is an Education expense, then just categorize it as Education. When it shows up in the budget, move the money from Vacation to Education. If you leave the spending in the Vacation category, then it makes you Vacation spending look higher and you Education spending look lower that what you actually spent. That may or may not matter to you.

    For me, I always base my budget on my average spending. For that to be accurate, I always enter transactions as truth. If it belongs in a category, I put it in the correct category. If it happens on a certain day, I enter it on that day.  If I don't have a good category for it, I add one. I then move the money around the budget to make it work.

    I don't see any advantage to leaving an Education expense categorized as a Vacation expense. Maybe I'm missing something.

    Reply Like
      • RIP_MSMoney
      • FinTech Programmer
      • rip_ms_money
      • 7 mths ago
      • Reported - view

      SteveBaker That was just one example. Moving funds around has its own problems if you have goals. Again, these issues cascade on one another. If you had a monthly goal to save X and then move funds to another for a purchase, then the category goes orange and causes a false positive for that month. But yes, one could go that route. 

      Besides, not all Education expenses are deductible. Are you suggesting splitting Education into more granular categories? That feels like diminishing returns.

      Reply Like
      • SteveBaker
      • Pink_Tiger
      • 7 mths ago
      • 1
      • Reported - view

      @RIP_MSMoney  said: If you had a monthly goal to save X and then move funds to another for a purchase, then the category goes orange and causes a false positive for that month.

      You call that a false positive, but to me it is not. If you moved money out for a purchase, then you are not meeting that goal (unless that goal is just to hold money to spend in other categories). To me, the Orange color is simply a "HEY, LOOK AT ME" message. I have a few in my budget, but it doesn't mean I am failing at my budget, just that particular goal is not where I want it to me. 

      @RIP_MSMoney  said: Besides, not all Education expenses are deductible. Are you suggesting splitting Education into more granular categories? 

      Not really, but that is an option. For me, I would put "tax deductible" in the memo field and search on that when tax time rolled around. Of course, a tag would also be useful for that. ;) 

      Not trying to shoot down the tags idea, just thinking of ways to work around not having them. Good luck.

      Reply Like 1
  • I submitted the following to the Feature Request link the other day.  As far as I can tell, there is no transparency into the Feature Request process.  I'm submitting my request here for transparency to the community.  Per the, "No duplicate threads," rule I'm posting this as a reply to a similar thread.  I'd love to hear other forum user's comments and thoughts.

    VVVVVVVVVVVVVVVVV

    It would be amazing if there was a simple way to budget at a less granular level, and attribute costs at a more granular level.  Some examples are:

    - The ability to budget one lump sum for entertainment, but attribute that to lower grain values such as movies, golfing, ball games, etc.
    - The ability to budget one number for car maintenance, but get reports on individual vehicles.

    One I've simulated this is to budget a number for "Amusement".  When I pay for Movies, Music, or Books (Categories I don't budget for), I cover overspending in the in these categories from the Amusement budget.  There are two problems with this workaround.  First, I end up with an Amusement category that complains that it doesn't meet the monthly goal.  I'd rather everything be green so I don't have to mentally compensate for that when scanning the colors in the Budget page.  Second, I have a manual task of "Covering Overspending".

    I can think of two ways to address this problem.  First, you could add subcategories that we could allocate expenses to.  There would be no need to budget at the subcategory grain, it would just be nice to be able to break out my reporting at a more granular level.  

    Second, and my preference, is that I could tag transactions.  It would be amazing if I could select from a set of already used tags.  If you can expose these tags in the reporting, that would allow me to see how much money I'm spending on my Odyssey vs my Tacoma.  I really don't care to budget at that grain.

    This tagging solution has the added value of being able to track cost for a project or something else that I don't want to budget for.  For example I may budget for "Home Maintenance".  If I build a shed in my backyard, I could tag all transactions #shed or #shed_project_2019.  This would allow me easily identify the total cost of the shed project but still attribute the costs to "Home Maintenance".  Another example would be #hawaii_vacation_2019.  This could go across categories like Hotel, Rental Car, Gas, Eating Out, etc.  It is quite common that I would like to go lookup how much a particular project was or the total cost of a vacation.

    If you were to add this tagging functionality,  it would be ideal if you could recommend previously used tags when doing the entry (much like populate a dropdown of possible categories as you are typing).  Though I can't think of a use case for it off the top of my head, it seems reasonable to 

    A quick search on the forum shows that there is a huge demand for this.  Two threads worth looking at are:

    https://support.youneedabudget.com/t/80pccn/can-i-use-colors-for-reporting-andor-can-i-tag-transactions-without-creating-sub-categories
    https://support.youneedabudget.com/t/q5s1lg/support-of-tags

    There are clearly people who are using a variety of work arounds.  The most popular being adding #tag in the memo field.  Also, people use flags or the toolkit.

    I'd be happy to discuss this further with a product owner if someone is interested.

    Reply Like 1
    • Hi Joe Cool ! Thank you so much for submitting this as a Feature Request! We're sorry you feel that the process is a bit murky. Our team is looking in to how we can communicate better here!

      That form goes directly to our development team, so you can let them know what you’d like to see going forward. They have a great process for digesting feedback, quantifying how it relates to the YNAB Method and how it might help YNABers reach their goals. They prioritize projects using that data as a guidepost, so it's really important to us! 

      All requests are considered, we just can't make any promises on when or if that feature might make an appearance. Details like the ones you've given as so helpful as they dig in! Thank you for being so thorough!

      Reply Like
    • Joe Cool I'm with you, I've requested multiple times.  They always say it's something they will consider and then I see an update that I can't imagine impacts more than 10% of users.  I think it would be great to see the request list and be able to vote for what we think should be first.  The tags issue has impacted me for 2 years, and I even wrote to YNAB Support that I moved to Quicken and thought it sucked.  It's literally my biggest ask, and it really stinks when it's perceived to be ignored.  Hopefully there is followup.

      Reply Like 2
      • DanOslo
      • Orchid_Pegasus.4
      • 6 mths ago
      • 2
      • Reported - view

      Slate Gray Hail  similar to Microsoft's Uservoice for various products.  You make a feature request, then users can upvote or downvote and the program managers can update different states like "under consideration", "planned", "in progress", "not doing" etc.    the up/down voting really lets the program managers know what is really important to the community

      Reply Like 2
      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 4 mths ago
      • 2
      • Reported - view

      Slate Gray Hail The thing is, there is no way for us to know how many users are affected by each request. I don't use flags or have a need for tags so I'd much rather get SFTF fixed. Everybody's priorities are different and yet none of know what YNAB's priorities are.

      Reply Like 2
  • another scenario for the benefit of tags:  your childs birthday party.  $300 in groceries, $200 in entertainment, $200 in gifts, $100 in travel.  You want to keep the transactions in their respective envelopes.  But you also want to see how much you spent on the party.  I see how the #childs4thParty in the memo field could be used, but agree with other posters in that a specific tagging feature would be very helpful.  

    Reply Like 3
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 4 mths ago
      • 2
      • Reported - view

      DanOslo All of that is "Child's Birthday party" category. None of those are regular expenses when it comes to the subdivision of categories. It will skew your Groceries average, it will skew your entertainment average, I keep gifts for others separate from gifts for my own kids. Maybe separate travel, but most often there's no travel expense involved other than some use of gas or public transit.

      Reply Like 2
  • Came here in search for a solution to the same use case. Currently trying to move over from Spendee, and the thing I miss the most is labels. I use them as a sort of subcategory or time-bound budget. Typical examples being individual trips, events, or projects I want to report on but not see in my budgets list after they've closed.

    I will continue to use hashtags, but given that there is not auto-complete or lookup table for those, I expect this to quickly become very laborious.
     

    Reply Like
  • +1 request for this very needed feature. PLEASE!

    The #tag workaround option is ok ,but you would not be able to do it in bulk. If this feature was implemented to my preference, it would have the ability to add a tag to a GROUP of transactions at once.

    Example: I am working on a documentary called Azadi. I have incurred multiple expenses during production but each expense needs to stay in a certain budget category for ease in taxes at the end of the year (e.g. contract labor, transportation, screening fees, etc). However, I also need to know what the entire film is costing for my own records. The only way to do it now is to manually select each item to see the total or to add a #tag manually to each note - one at a time (painful!). Would love to be able to multi-select items and add #azadi to the group so that I could easy sort by that tag. 

    Reply Like 2
  • I'd definitely appreciate this feature, especially if it can be incorporated into reports.

    Being able to cross-link categories can be very insightful. For example, in my budget transportation costs are spread across a multitude of categories e.g. if I get a bus or a cab on a night out it goes into the 'nights out' category, getting a train to football is deducted from 'sports & fitness', etc. The true cost of transportation is hidden but breaking it out into its own category would adversely skew the other categories. I have a similar issue with food and drink.

    Tagging in the memo field is viable but doesn't really cut the mustard as others have pointed out (time consuming, etc)

    Reply Like 1
  • +1 for this feature.  I've submitted a feature request for tags but did not receive a response.  Not sure if feature requests make it to anyone since they do not acknowledge receipt.  It seems that this should be a simple add.

    Reply Like
    • Hi rkgerding !

      The feature request form goes directly to our product team and currently there's no response in place - we're working on improving that process! We can't make any promises about future features, but submitting that form is the best way to have it brought to the product team's attention. :)

      Reply Like
  • I would love it if this could support hashtags. It's an existing solution where people can use `#trip` `#family` `#montreal` etc. All we need here is the ability to autocomplete tags!

    Reply Like
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