Categories, Tags

I contribute a set amount to my IRA every month. I want this transaction to show up as an expense in my Spending Breakdown - I want to see that I'm sending money here every month. But at the same time, I don't want this to count as an expense in the "Period Summary" - I want my "Savings Rate" to reflect how much my net worth is growing over time and I want to track that savings rate on a monthly basis. I could mark the category as "exclude from totals", but then it won't show up in my Spending Breakdown. And if I don't mark it as "exclude from totals", it shows up in the spending breakdown as I'd like but it's counted as an expense for the savings rate calculation. One possible solution is the ability to mark the category as "savings" - these categories would show up like an expense in the spending breakdown but not count as an expense (or be tallied separately somehow) in the period summary. There might be other similar solutions that achieve roughly the same thing.

Allow tags to exclude transactions from budget or total or be treated as income the same way Categories work

There is ample real estate on the Category setup page--no need to click the magnifier icon to see the number of transactions assigned to the category--just surface it there! It helps when cleaning data and redefining categories.

It would be super useful to apply the full range of colors for tags

I have category groups that share children with the same name as other category groups and would like to be able to use the same category name twice. So, for example: * Property 1 - Income - Expenses * Property 2 - Income - Expenses I could prefix all the subcat names but ideally i'd prefer not to do this. It would be nice if all categories were namespaced internally by group (with a default "global" group) so that there wouldn't be conflicts with category group children having the same name as another group or the global group.

I would like the ability to open a category Group, and from there create categories that would be inside that group. Currently, I need to make the category and then drag it into the category group.

I am editing my categories. I am interested in which categories to drop - i.e. with very few transactions. So I need to click on the "view transactions" for each category. It would be useful to have a column that lists the # of transactions for each category.

When deciding on what categories I want to use---and especially after importing transactions from Mint, which has "categories" and "sub-categories", both of which can have transactions assigned to them---I end up with a large list of categories, including several that I realize I want to be category groups instead. But there's no way to make a category into a group, or (if I created a category group and then decided that would be better as a category instead) vice versa.

With the new custom ordering feature, there isn't a way to re-sort the categories alphabetically. So, adding new categories will always be at the top.