Use categories in wxBanker

Asked by cemclellan on 2014-02-07

I use categories to keep track of things like medical expenses, donations to charities, utility bill payments.

How can I enter this data in wxBanker.

I would also like to be able to sort by categories to help with tax preparation.

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Michael Rooney (mrooney) said : #1

Hey there cemclellan, thanks for using wxBanker! The best way to do this is via twitter-style tags, which you can just enter such as #deductible, #utility in your description, and you can also add/remove/search via tags by right clicking on a transaction or just typing the tag with the hash in the search. This should make it easy to find all #medical or #deductible transactions. Does that seem like it would work for you?

edzell (edzell) said : #2

I too would like to see categories introduced.

I don't fully understand the suggestion about adding (hash)tags - one can search on any word in description whether or not it's a tag. So long as one can remember to insert the same word in description, to facilitate future searches - and remember what it was to conduct the search - tags don't seem to add any functionality/convenience?

But they would if there was a pick-list once they're created.

Can you help with this problem?

Provide an answer of your own, or ask cemclellan for more information if necessary.

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