Using the Tag  List

The Tags List is a tool you can use to add new tags, edit tags, or access the report for a tag.  Remember, tags are incredibly useful for breaking down your income and expenses into categories that make sense for you. They can be used to track spending in specific areas, monitor income from different sources, or isolate transactions related to a particular event or project. Don't forget to consistently apply your tags to transactions to make the most of this feature. With practice, using the Tag List in can become a seamless part of your financial management routine.

The following instructions explain how to use the Tag List feature.

Accessing the Tag List

You can access the Tags List by going to Tools menu → Tags List or using Ctrl+L. This will bring up the Tag List window.

Adding new tags

1. In the Tag List window, select the New Tag button at the bottom of the screen.

2. Enter the name of your new tag in the field labeled Tag Name.

3. Optionally, you can add a description for your new tag in the Description field.

4. Select Save to save your new tag.

Editing or deleting tags

1. To edit or delete a tag in the Tag List.

2. Select the tag you want to edit or delete.

3. To edit, select Edit in the Action column, make your changes, then select Save to save your changes.

4. To delete, select Delete in the Action column. If the tag is unused, it will simply delete. You will be prompted to confirm the deletion if the tag is used for any transactions.

Get a report for a tag

To see a report for a single tag, click the leftmost column on the tag list. A report will appear.

Other Reports

For other reports related to tags, go to the Reports menu. Under Spending, you'll find the Itemized Tags report. Under Banking, you'll find the Cash Flow by Tag report.