Editing Category tags

Paul Temple's Avatar

Paul Temple

03 Jul, 2020 12:27 PM

I set up using basic tags. Is there a way to add more specific tags such as insurance or convert the document to the more detailed version

  1. Support Staff 1 Posted by Ethan on 03 Jul, 2020 01:57 PM

    Ethan's Avatar

    Hello,

    Let's first make sure we're clear on terms here. Categories in Moneydance are either income or expense designations to track where your income or expenses are from. Tags are separate flags you can apply to transactions that also have categories, like if you wanted to group together many transactions over multiple expense categories for something like a vacation. All transactions must have a category, but the use of tags are optional.

    If your question is how to create or organize categories, please see: https://infinitekind.tenderapp.com/kb/accounts-and-categories/creat...

    If your question is about tags, please see: https://infinitekind.tenderapp.com/kb/register-and-transactions/tags

    If neither of those articles answers your question, can you please try describing what you are trying to do in more detail?

    Ethan
    Infinite Kind Support

  2. 2 Posted by Paul Temple on 03 Jul, 2020 01:59 PM

    Paul Temple's Avatar

    Got it sorted. Thanks for the response.

    Paul

  3. Support Staff 3 Posted by Ethan on 03 Jul, 2020 02:45 PM

    Ethan's Avatar

    I'm glad to hear things are sorted out! Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  4. Ethan closed this discussion on 03 Jul, 2020 02:45 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac