&Cristian.Onet; &Cristian.Onet.mail;
&Michael.Carpino; &Michael.Carpino.mail;
2020-02-06
5.0.8

# Tags

The Tags View provides information about all the tags that have been added by the user. The Tags screen is split into two main areas: a list of tags and a detail area, which has two tabs: Transactions and Details. The Transactions tab displays all the transactions associated with the tag. The Details tab includes a user-defined 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 the check button at the lower right of the Details area for it to be saved.

## Tags List

A list of all tags, sorted alphabetically, is displayed on the left side of this screen.

### Adding a Tag

There are three different ways to create a new tag. First, you can click on the new tag icon. Second, you can right-click on any tag and choose New tag. This creates a new tag called New tag. Right-click on this tag and select Rename tag to enter the name of the new tag. Finally, you can add a new tag directly into the ledger page 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 on the tag name to select it and click on the Rename tag (between the add and remove icons) or right-click on 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 remove a tag, either click on the delete tag icon or right-click the 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.

As Tags were only introduced to &kmymoney; in version 4.7, none of the methods for importing data are able to import tags. It is understood that this is an important feature, and each import method is likely to introduce it in an upcoming release.

## 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.

The tag details tab Tag details

### 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 on a transaction, and you will be taken to the ledger view of that transaction for 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 on 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 the Update button, at the lower right of the window, although you will be prompted if you leave the dialog without having done so.