Customize bank transactions view to include Tags Column

PeteM360 · ‎March 01, 2023

So I love the idea of tags, but is there any way to view tags associated with transactions from anything other than the Tags window?

For example, I'd love to be able to scroll down through my bank register and see what transactions are tagged...currently can't without opening each transaction. Can find any way to customize the view so I can see what I want to see. Any ideas?

Why you ask? There are a series of transactions I want to make sure I have tagged so I don't leave anything out...and I have to open each individual transaction to see if its tagged...painful.

Thank you for all of the help! Have a good end to the week.

SarahannC · ‎March 01, 2023

Thanks for bringing your concern here, PeteM360.

It would be convenient to have the tags field in the bank feed and bank register. Let's send your feedback to our product developers. Our team will review your suggestion. We can follow the steps below and share with them the benefits of this option. Here's how:

Go to the Gear icon.
Select Feedback under Profile.
Enter your suggestion. Then, click Next.

Alternatively, we can run the Transaction List by Tag Group report to view the tag details of your transactions. Here's how:

Go to the Report menu.
In the search box, enter Transaction List by Tag Group.
Click the Customize button to modify it.
Se the reporting date correctly.
Click Run report to reflect the changes.

I'm leaving these articles. Each of them provides information about tags and customizing reports in QuickBooks:

If you have more concerns about QuickBooks, please don't hesitate to post them here. We always want to hear from you. Take care and have a good one.

View solution in original post

PeteM360 · ‎March 01, 2023

Nor do they show in the bank register...or when exported

SarahannC · ‎March 01, 2023

Thanks for bringing your concern here, PeteM360.

It would be convenient to have the tags field in the bank feed and bank register. Let's send your feedback to our product developers. Our team will review your suggestion. We can follow the steps below and share with them the benefits of this option. Here's how:

Go to the Gear icon.
Select Feedback under Profile.
Enter your suggestion. Then, click Next.

Alternatively, we can run the Transaction List by Tag Group report to view the tag details of your transactions. Here's how:

Go to the Report menu.
In the search box, enter Transaction List by Tag Group.
Click the Customize button to modify it.
Se the reporting date correctly.
Click Run report to reflect the changes.

I'm leaving these articles. Each of them provides information about tags and customizing reports in QuickBooks:

If you have more concerns about QuickBooks, please don't hesitate to post them here. We always want to hear from you. Take care and have a good one.

PeteM360 · ‎March 09, 2023

@SarahannC ,

Thank you for your suggestions. However, regarding your suggestion to "Transaction List by Tag Group", the customized reports only allow for you to run a report for ungrouped tags...So I can't identify tags that ARE grouped, nor can I figure out how to identify transactions in a particular time period that were NOT tagged. While I think tags are fantastic idea, there are limited options for working with them. I'll submit a feature request as you suggested.

PeteM360 · ‎March 09, 2023

I stand corrected. I appear to have overlooked the "See all untagged transactions" button on the tags page. So while I would love this incorporated deeper into QB, I can at least accomplish what I need to do here. Will still submit feature request.

Thank you.

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Customize bank transactions view to include Tags Column