Suggestions
Allow assignment of a tag to each expense that can be used for summarization.
I would like to be able to assign one custom tag to each expense (even the auto-generated ones, e.g. Property Tax, Medicare Premiums, etc.) that I can use in an alternative “Expenses Breakdown” that can more accurately match custom budgetary categories.
Currently in the “Expenses Breakdown” settings it lists all of the datasets which equate to each of the expenses. Those datasets are what I wish to assign a tag to so that I can summarize expenses in an alternative report.
I tried using detailed expenses, but the quantity overwhelmed the “Expenses Breakdown” report mouseover text and stacked color functionality.
There are some other suggestions that talk about templates and prediction of expenses, but I just want this as a “simple” implementation. The expenses are already defined as datasets in the expenses breakdown report. Just allow me to assign a single custom tag to each of those datasets so that they can be grouped and summarized.