On 2026-10-04 16:28, David T. wrote:
Wm,
It's not quite clear what you're looking for (I'll admit I gave up on
classes when I left Quicken 20+ years ago).
Do you miss them is part of the question, I suppose. If not then you
won't need to analyse them
Are you looking for what kind of terms people are using? Or where they
are placing these terms?
Both.
WRT terminology, I imagine that those who use these (Adrien?) have
their own systems, and you might be best to allow user input for those
or provide a Group By.
I'm actually thinking of doing all the matching on an RE and producing a
table to load into a spreadsheet where the user can pivot, filter, group
by, sum, avg, etc at will limited only by the spreadsheet's capabilities.
As for location of these terms, I suspect a lot are using memo (either
at the transaction or, more likely, the split level) because these can
be leveraged in transaction reports. However, I've seen others wishing
that the Action field could be used in such reports, suggesting that
if you provided that functionality, people might be drawn to your work.
also the Notes field, etc of accounts.
Wm
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