[moneydance] tags issue

[Edward Reid]

At 22:52 05/07/06 -0400, John Muccigrosso wrote:
>If I assign a tag to a transaction, it doesn't appear on the opposite
>side, which makes tags much less useful than they might appear to be.

Oof. This is very bad for me. I suppose I should have known to search the 
tickets for tag issues, knowing that it's a new feature in a beta version 
of the program.

Of my ten thousand or so transactions that I'm importing from Quicken, 
several hundred have classes (which become tags in MD). I saw the tags in 
the register and said great, they are being imported. I hadn't tried to 
generate a report. I just did -- and reporting on the other side and 
filtering by tag, nothing shows.

So not only are tags only on one side of hand-entered transactions, the 
same is true for imported transactions.

The main way I've used Q classes is that when I pay for something that will 
be billed to a client, I indicate that client with the class. Naturally I 
record the transaction in my cc/check/cash/whatever register. But then I 
report on the expense categories, selecting by class. So I absolutely need 
the tag on both sides.

I never even considered the possibility of such an omission, since from my 
point of view the tag/class is attached to the transaction, not to one or 
the other ledger entries at the ends of the transaction.

So now I'm between a rock and a hard place. Do I abandon the work I've just 
done getting my accounts ready to use in MD? I was just going to post a 
note saying I've finished. At least I know what all the discrepancies are, 
so on the next import I'd only have to fix them, not find them. But getting 
rid of the X accounts was really really boring ...

Or do I forge ahead and hope that the tags can somehow be propagated within 
the MD file without a new import?

Ouch.

I have changed the priority on ticket 108 to showstopper. For anyone 
converting from Quicken with class data in the Quicken file, that's what it 
is. Just like the lack of any class replacement in the previous version was.

Edward
Art works by Melynda Reid: http://paleo.org