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Q) How do I view and clean up transaction tags?

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tan.k.h

22 Jul, 2024 07:01 AM

I have been using Moneydance for years without using any tags. I just had a good usage and clicked on
a transaction and found a list of nonsensical values. Where did they come from and how can I clean the tags up?

• tags.png 7.6 KB

1. 1 Posted by dwg on 22 Jul, 2024 07:11 AM

   

   You can use the Find and Replace extension to search for where any specific tags exist and use the extension to change or remove them.

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2. 2 Posted by tan.k.h on 23 Jul, 2024 04:19 AM

   

   Hi dwg to the rescue, thanks for your comment. I will check out the
   extension.
   Also, do u know how I could have accidentally created so many tags that
   seem nonsensical. My worry is that it won't be easy to delete all of them.
   Have a nice evening

   On Mon, Jul 22, 2024 at 12:12 AM dwg <[email blocked]>
   wrote:

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3. 3 Posted by dwg on 23 Jul, 2024 05:08 AM

   

   Find and Replace along with Batch Change are really the only ways you can work with tags in bulk.

   There are limited ways to create tag entries. Manual entry of course is the prime way.

   Importing transactions is another way.

   I do not see OFX imports being able to create them, OFX does not support Categories and Tags are an extension of these in a way.

   I am not sure about the CSV importers.

   QIF certainly does support tags, so that is a possibility.

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