&Cristian.Onet; &Cristian.Onet.mail;
&Michael.Carpino; &Michael.Carpino.mail;
2024-12-01
5.2.0

# Tags

Tags provide an additional way for you to group and categorize transactions. They are often useful in searching for transactions and for creating reports.

## Tags View

tags view transactions tab
tags view transactions tab

The Tags View provides information about all the tags that have been added to the data file. The display is split into two areas.

### Tags List

On the left is a list of tags, with buttons for adding, renaming, or deleting a tag.

On the right you can see more detailed information about the tag selected in the list on the left, in one of the two tabs: Transactions and Details. The Transactions tab displays all the transactions associated with the tag. The Details tab includes a user-selectable color, as well as Notes, which are not used elsewhere. Note that if you change the color, which is used in the symbol displayed before the tag name in any associated transactions, you need to click Update at the lower right of the Details area for it to be saved.

### Adding a Tag

As with most actions in &kmymoney;, there are multiple ways to create a new tag. First, you can click the new tag icon. Second, you can right-click any tag and choose New tag.... This creates a new tag called New tag. See the next section for how to rename the tag. Finally, you can add a new tag directly in the ledger or within a split transaction by typing the name of the tag in the tag field. &kmymoney; will ask if you want to add this tag and after selecting yes it will be added.

### Renaming a Tag

To rename a tag, either click the tag name to select it and then click Rename Tag, or right-click the name and then select Rename tag. The name then becomes editable. Changing the name will affect the name in all the transactions in which it appears.

### Deleting a Tag

To delete a tag, either select it and click delete tag or right-click the tag name and select Delete tag. If the tag has any transactions, you will be presented with a dialog that allows you to reassign them to a different tag.

Tags were introduced to &kmymoney; in version 4.7, but not all of the methods for importing data are able to import tags. It is understood that this is an important feature, and it will eventually be added to all import methods

## Tagged transactions and Tag details

To view the transactions or view and edit the information associated with a particular tag, select the tag from the list and select the appropriate tab on the right side of the dialog.

tags view details tab
tags view details tab

### Tagged transactions

To see a list of the transactions associated with the selected tag, select the Transactions tab. This list is similar to the list of transactions for a Payee. You can double-click a transaction to edit it, or you can right-click the transaction and select Go to 'Account name' to go to the Ledgers View of that transaction in the account in which the transaction has been tagged.

### Tag details

To view and edit the information associated with a particular tag, select the Details tab.

- You can select the color used to highlight transactions with which this tag has been associated. If you click the color bar, you will get a color chooser dialog.

- Clicking the Closed checkbox will not alter any transactions already associated with the tag, but it will prevent assigning the tag to any additional transactions.

- To modify the notes associated with the tag, just edit the text in the box.

When you are done, don't forget to click Update, at the lower right of the window, although you will be prompted if you try to leave the dialog without having done so.