I love that when you select an payee all saved data from that entity is being transferred to the transaction, e.g. account, category and location. It would be great to also set Tags as contact defaults.
As for my case: I have multiple stores of the same grocery store brand as separate contacts and group them with the brand name as tag. So in the stats I see where I spend most money, not only the overall store brand but also the exact stores. I use tags for this since you cannot nest categories inside a folder
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Comments1
Thomas Artmann
Oct 29
•Merged request
•4 votes
Add Tags to payees
I love that when you select an payee all saved data from that entity is being transferred to the transaction, e.g. account, category and location. It would be great to also set Tags as contact defaults.
As for my case: I have multiple stores of the same grocery store brand as separate contacts and group them with the brand name as tag. So in the stats I see where I spend most money, not only the overall store brand but also the exact stores. I use tags for this since you cannot nest categories inside a folder