Archive - Working with Tags in Moneydance 2015 and 2017

This is an archived document. Please refer to the more recent knowledge base articles on this page

The way tags work in Moneydance 2015 has changed since previous versions, though the functionality remains the same. Along with using the Tags popup selector, you can enter tags simply by typing them into the tags field on a transaction.

How do I add a tag?

You can tag a transaction with multiple tags by separating them with a comma. For example, typing:


into the tag field of a transaction will tag that transaction with the tags tag1 and tag2. From there, you can work with tags in much the same way as in Moneydance 2014.

How can I view my tags?

You can see a list of all your tags by going to the Tag Summary report, which can be found by scrolling down the left sidebar column.

How can I change multiple tags?

To bulk change any tags, you can go to Edit --> Advanced Search and search for a tag. Then highlight multiple transactions by either Shift + clicking (click the first transaction you want to move, then hold shift and select the last one) or Ctrl + clicking (select multiple transactions by holding Ctrl and highlighting or unhighlighting the transactions). Then right click and go to Batch change --> Tags. This will set the tags for all the highlighted transactions to the ones you enter in the Batch Change Tags dialog box.

How can I add, remove, or rename individual tags?

You may wish to install the Find and Replace extension by going to Extensions -> Manage extensions. Then go to Extensions -> Find and Replace to use it to find and replace individual tags.
In this way, you can bulk rename tags by removing the original tag and adding a new "renamed" one, thereby replacing the functionality that was provided by the Tools -> Edit Transaction Tags menu.

Removing a tag from all transactions will delete this tag.