I’ve always wanted to try a budgeting system that ditches the traditional “Categories” system in favor of tags. The problem with categories, in my opinion, is that sometimes a transaction can be multiple categories. Gifts are a great example. If I buy my wife an iPad for Christmas, is that a “Gift” or an “Electronics” purchase? Another example I struggle with is when selling things. If I buy a new sofa and sell my old one, is that sold sofa a “Thing Sold” or is it a negative “Furniture” transaction?
In my view it would be better to tag the iPad purchase with “Christmas,Gift,WifeName,Electronics” and my sofa sale as “Furniture,Sold”. That way, I can then build budgets and queries based on the occurrence of tags as I choose.
So for example, if I wanted to find out how much I spent on Christmas gifts this year, I could query the tag “Christmas” and it would show me every Christmas gift, or I could Query “Christmas+WifeName” and it would show how much I spent on her. Same system could work for setting budgets.
I know Tiller offers some Tag support, but I’m not smart enough to program it into a smooth workflow at this point. And I think it would be nice to have a smoother method of tagging line items than manually typing tags separated by unspaced commas (some form of checkboxes would probably be best).