Request for transaction tagging.

[David Baucum]

This is a request to have a system so that transaction types can be set and tracked. For example, a purchase to Win-Dixie can be recorded as Food->Groceries, a purchase at KFC can be marked as Food->Dining Out, and a purchase for Discount Auto can be marked as Automotive->Parts, etc. Then have a way to track what money has been spent on.
Alternatively a tagging system, so that buying a laptop for a child's birthday could be tagged both electronics and holiday.

[Michael Rooney (mrooney)]

Thanks for this request, David! Currently there is actually a blueprint for it at https://blueprints.launchpad.net/wxbanker/+spec/transaction-tagging, so feel free to more thoroughly define it there in the whiteboard or in comments here.

One question I had when considering this is how to implement sub-tags like you say. For your example Win-Dixie purchase, would you give it two tags, "Food" and "Dining Out", or just "Dining Out" which implies "Food"? I guess it would make sense that any sub-tag implies its parent tags. Now I would just need to figure out a clean way to define and use them.

[David Baucum (maxolasersquad)]

GNUCash and MS Money already have a system for this that works quite well. You can basically set up master and sub-tags however you want. I did this by thinking of broad categories such as Food, Healthcare, Education, Automotive, Entertainment, Utilities, Insurance, etc. I then assign sub-categories as needed. GNUCash allows for an infinite number of subcategories, so I could have Automotive->Repairs->Self-Repairs.

[Michael Rooney (mrooney)]

There has been some work for this in a branch, though it still needs a bit of work to be merged. I'll link it though!

[Michael Rooney (mrooney)]

I'm starting work on this in trunk, based on the ~kolmis branch!

[Michael Rooney (mrooney)]

I think the current framework is in place to consider this bug fixed. The blueprint tracks the overall progress at https://blueprints.launchpad.net/wxbanker/+spec/transaction-tagging and for searching tags and adding/removing them in a friendly fashion see milestoned bug https://bugs.launchpad.net/bugs/374917