I think many people would agree that having the ability to tag a transaction with details that are not necessarily “tax reporting categories” would be super helpful. Here is an example: I pay a contractor for a bathroom remodel. That contractor will need a 1099 at the end of the year. If I can tag that transaction with a “1099” tag, and also categorize it as “R&M,” then I would be able to easily find a list of those who I need to do 1099’s for at the end of the year, while ALSO having it categorized appropriately for expense reporting.
agreed, flagging transactions that need review or confirmation or…would be great
thank you
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