Tags For Transactions?

Discuss New Feature Requests and Enhancements to Money Manager Ex

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sleddy
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Tags For Transactions?

Post by sleddy »

I come from the Microsoft Money world and am looking for a SQL based replacement where I can run my own queries. Money Manager EX seems to fit the bill (no pun intended) with the exception that I cannot seem to find out how to tag or classify transactions (MS Money terms). For example, say I have 2 properties and I have expenses that are considered the same category for both but I want to distinguish which property the expense was for. Payments came out of the same checking account. Is there a way to separate them with a database field that is not so free form like 'Notes'?
The search engine gave me a link to below which I think is what I am asking for but it does not exist so I am not sure.
viewtopic.php?t=10538
mikhailo2608ilaol
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Re: Tags For Transactions?

Post by mikhailo2608ilaol »

viewtopic.php?p=20309&hilit=custom+field#p20309

The custom field facility of MMEX may accomplish what you desire.
sleddy
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Re: Tags For Transactions?

Post by sleddy »

mikhailo2608ilaol wrote: Sat Jan 28, 2023 4:07 pm viewtopic.php?p=20309&hilit=custom+field#p20309

The custom field facility of MMEX may accomplish what you desire.
So I can create a custom field for each Tag (Property, Person, State) with Subtags (House1, House2, Person1, Person2, State1,State2) being the lists of values. I can then link the customfielddata row generated back to the transaction table via refid for reports.

Really slick. Thanks!
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