Add Flags to transactions

[Deguello]

It's often helpful to be able to mark transactions to see at a glance whether action needs to be taken or where the transaction is in one's workflow. The ability to set a flag status, typically with a color, and, ideally, with a user-configurable label would be very useful for accomplishing this.

I'm sure there are as many ways to utilize this as there are users, but some of the ways I use something like this:

• Flag autopay transactions a given color. I know this is going to happen, well, automatically, and I don't need to do anything with those transactions except wait.
• Flag payments I need to make manually a given color. If I don't want to autopay something for some reason, this flag alerts me that I need to make this payment.
• Flag transactions I expect to be reimbursed. Prompts me to follow up.
• Flag deposits or credits so they stand out more.
• And so on.

Obviously, this is typically done with a flag field and indicator in the register. I think it would also be useful to have the option to change the background of the entire transaction to the color of the flag for better visibility of the flag status.

[purpledogeatsgreenpoop]

This is really the only reason I cannot move to ActualBudget right now. Because of the way my employer reimburses expenses I rely on flags to indicate if an expense has been reimbursed. Without flags it's just too painful to migrate.

[MiriamNZ]

You can use #reimburse in the memo field.

[purpledogeatsgreenpoop]

Agreed; flags are just more convenient ;)

[purpledogeatsgreenpoop]

I've been doing this for a couple of months now and its absolutely more cumbersome. Don't get me wrong, it works, however because of the amount of reimbursed items managed monthly I would change from one color to another to verify everything was correct. Could just be me set in my old ways too.

[MiriamNZ]

I used flags. I set a red flag for anything that needed my attention, and removed the flag when I was done. Scheduled transactions where the date, amount or notes might change; a transaction I couldn't get right as I entered it needed to check which categories).

I used a green flag for a "soft reconcile" on the phone. I was glad to drop that when reconciling arrived.
Fuel purchases, which were made in one month and paid in the following month: I set a colour to tie them all together (the actual colour was irrelevant, it just had to be different form last month).

I found that I could not remember the meaning of more than two colours. But my memory is getting old now.

Tags work for this, just a bit more effort; I would use flags if they were there.
But I would put this low on the priorities for dev attention.