tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/99987-editing-category-tagsInfinite Kind: Discussion 2020-07-03T14:45:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/484416272020-07-03T12:27:44Z2020-07-03T12:27:45ZEditing Category tags<div><p>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</p></div>Paul Templetag:infinitekind.tenderapp.com,2009-01-14:Comment/484416272020-07-03T13:57:57Z2020-07-03T13:57:57ZEditing Category tags<div><p>Hello,</p>
<p>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.</p>
<p>If your question is how to create or organize categories, please see: <a href="https://infinitekind.tenderapp.com/kb/accounts-and-categories/create-edit-or-delete-categories">https://infinitekind.tenderapp.com/kb/accounts-and-categories/creat...</a></p>
<p>If your question is about tags, please see: <a href="https://infinitekind.tenderapp.com/kb/register-and-transactions/tags">https://infinitekind.tenderapp.com/kb/register-and-transactions/tags</a></p>
<p>If neither of those articles answers your question, can you please try describing what you are trying to do in more detail?</p>
<p>Ethan<br>
Infinite Kind Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/484416272020-07-03T13:59:38Z2020-07-03T13:59:38ZEditing Category tags<div><p>Got it sorted. Thanks for the response.</p>
<p>Paul</p></div>Paul Templetag:infinitekind.tenderapp.com,2009-01-14:Comment/484416272020-07-03T14:45:57Z2020-07-03T14:45:57ZEditing Category tags<div><p>I'm glad to hear things are sorted out! Please let me know if I can be of further assistance,</p>
<p>Ethan<br>
Infinite Kind Support</p></div>Ethan