I was able to get transaction tagging working along with the [Tags Report sheet] (Add the Tags Report for tracking transaction tags). It works great so far, but it got me thinking about how to best structure my categories and tags going forward to make best use of this reporting.
I can now tag both transactions and categories. Add to that the actual value of the category itself. I’m thinking something like broad categories then add the details with the transaction tags. Or perhaps rather capture the lowest level, most detail with the category, then add additional metadata with tags.
Anyone have any systems that works for them? I don’t have a great need for identification of things like tax-deductible items, but I recognize that would be another dimension well-suited for tagging.