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  1. 65 votes
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    Ken supported this idea  · 
  2. 577 votes
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    Ken supported this idea  · 
  3. 96 votes
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    Ken supported this idea  · 
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    Ken commented  · 

    Another useful way we could use custom fields is to create TAGS for transactions or accounts.

    The tags could then allow for reports to be created based on the tag name rather that the account.

    For example, if I might have a holiday to Japan with the transactions in various expense accounts like Expenses:Travel:Hotel and Expenses:Travel:Flight. I could tag those individual transactions as #Japan2017 and create a report which filters solely on those transactions. The alternative is sub-accounts and manually creating a report to select the various sub-accounts manually.

    Another example would be account-based tags. If I savings across various banks or brokerage accounts but allocate to sub-accounts for different purposes (i.e. saving for child college or retirement) then it would be convenient to create tags for the sub-account such as #CollegeFund or #RetirementFund to then design reports that are based on tags rather than account names (because the report would automatically filter for all accounts with the relevant tag).

  4. 534 votes
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    Ken supported this idea  · 

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