Categories, Classes and Supercategories?

[Rongoldby]

I have used the UK version of Quicken very successfully for well over 20 years the latest version being Quicken 2004. For tracking family finances where both joint accounts and sole accounts exist the concept of Class within Quicken has been immensely useful, I might say for my purposes essential. As far as I can see from browsing this forum and the information available MMEX supports categories and subcategories but does it also support Classes in the sense defined in Quicken?
For certain tax forms concerned with UK Inheritance Tax the authorities require annual income and expenses to be tabulated under a very limited number of broad headings and for this purpose the use of Quicken Supercategories is ideal as the allocation of each Category to a superior Supercategory allows basic data entry to be simpler and intuitive being based on alphabetic categories rather than a tree of categories, sub and sub sub categories! Once again - does MMEX support such Supercategories?
I hope that someone who has switched from Quicken to MMEX may be able to answer these questions or perhaps to suggest possible workarounds. Even with workarounds I would guess that data migration might be a very tiresome chore.

[whall3y]

MMEX supports Tags which are equivalent to Quicken Classes (I think Quicken now calls these Tags also). I'm not sure what the "Supercategory" concept is.

[Rongoldby]

the basic difference with using Supercategory is that Category remains as the prime identifier. A supercategory then combines the transactions of several categories into a more concise report than a fully subdivided category report. At the same time it makes categories more accessible and intuitive for data entry. If your database has three nested levels of category, sub category and sub sub category that can be viewed as Supercategory, category and sub category so that the middle layer becomes the basic data entry point, normally sorted slphabetically. I hope that is clear. It works for me in Quicken!

[MlinMMEX]

Pasted answer from AI, if it helps.

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**MMEX does not support Classes or Supercategories like Quicken.**
Money Manager EX (MMEX) primarily uses categories and subcategories for organizing transactions, but lacks Quicken's dedicated "Classes" feature (now often called Tags in Quicken) for tracking attributes like joint vs. sole accounts. [github](https://github.com/moneymanagerex/moneymanagerex)

## Categories and Tags in MMEX
MMEX offers unlimited nested multi-level categories (including subcategories) and supports multiple tags per split transaction, which can help differentiate family finances. [github](https://github.com/moneymanagerex/moneymanagerex)
- Tags provide flexibility similar to Quicken Classes/Tags, allowing you to label transactions (e.g., "Joint" or "Sole") alongside categories for custom grouping and reporting.
This makes tags a viable workaround for Class-like tracking, as you can filter reports by tag to separate joint and individual accounts. [github](https://github.com/moneymanagerex/money ... ssues/5439)

## Supercategories Workaround
MMEX lacks built-in Supercategories (Quicken's parent groupings for tax summaries), so it doesn't auto-roll up categories into broad headings for UK Inheritance Tax forms. [github](https://github.com/moneymanagerex/moneymanagerex)
Use tags or custom reports to mimic this: Assign broad tags like "IHT-Income" or "IHT-Expenses" to categories during entry, then generate grouped summaries. [github](https://github.com/moneymanagerex/moneymanagerex)
Alphabetic category lists remain intuitive in MMEX, avoiding deep trees, but you'll need to manually aggregate for tax tabs via custom reports or exports to CSV for Excel grouping. [github](https://github.com/moneymanagerex/moneymanagerex)

## Migration from Quicken
Data import from Quicken QIF files is supported, covering transactions, categories, and accounts, but Classes/Tags and Supercategories won't transfer directly. [github](https://github.com/moneymanagerex/moneymanagerex)
Post-import, re-tag transactions in MMEX as a workaround—it's manual but feasible for ongoing use; full automation isn't available. [github](https://github.com/moneymanagerex/moneymanagerex)
Users switching often praise MMEX's free, open-source nature for core budgeting, though tax-specific grouping requires these adaptations. [github](https://github.com/moneymanagerex/money ... ssues/5439)

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