Kmymoney: Tags at the Category(Account) level or Transaction level

Help
1

Looking for thoughts on the idea of assigning a Tag to a category(Account).

My use case is that I want to be able to report on Required vs Non-Required expenses. I can tag each individual transaction but I also see the use in assigning a full category to either being required vs not required.

Example, a category named Entertainment: Movies.. anything assigned to that category would most likely not be a “required” expense.

What are your thoughts on this use case/idea? If you have a different solution, can you share how you set up your accounts to make reporting easier?

2

for me id put the categories under Required and Discretionary parent categories. Then report by the category tree.

Tags look transaction-level in KMyMoney, so category-wide tags dont seem built in. If u keep one tree, mass-tag the current transactions once and filter by that tag. New ones need the tag added too.

3

Thank you!
If I understood you correctly, you do not use tags and instead use the category hierarchy to group the transactions. Is this correct?