Standardize Query/Report fields and categories

Whenever possible, it would be beneficial to name and group the query and report fields consistently (e.g. UDF or User Defined Field, but not both). I would also like to suggest that fields don't appear in any more than one category unless it is the Commonly Used Fields category (e.g. the "Household Largest Transaction Amount" is both in the "Amounts" category and the "Journal" category in queries). This consistency would make it less confusing for users to identify the field they need. 

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  • Apr 6 2017
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