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batch change on tags

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TMNolte

10 Nov, 2025 03:44 PM

I am certain there is something I am missing, but I seem to be unable to add a single tag to a series of transactions in the register using "batch change".

The tag is an existing tag called "internal". I am able to add the tag to each item in the register discretely. However, after selecting a number of transactions, selecting "batch change", selecting "tags" from the menu, then selecting the tag itself from my list of tags the tag simply never gets added.

It seems like I'm missing something so wondered if anyone had any ideas?

Thanks.

1. Support Staff 1 Posted by Maddy on 10 Nov, 2025 03:46 PM

   

   Hi,
   Thank you for contacting Moneydance support.

   Using the Find and Replace extension you'll set the search fields in the 'Find' panel on the left. Then choose 'Find'. This will display a number of transactions at the bottom of the window.

   In the panel on the right, select 'Modify Tags'. Then specify 'Add tags', 'Remove tags', or 'Replace all with', and choose the tag you'd like to use.

   Once you've picked the settings you need, choose 'Replace' or 'Replace All' at the bottom of the panel on the right.
   If you're happy with the changes press 'Record', then 'Done'.

   You should create any tags you want to use before opening the extension. To do this, simply enter the tag into the 'tag' field of any transaction. To add multiple tags to one transaction, just separate them with a comma.
   You can find information about tags in this article from the knowledge base.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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2. 2 Posted by tmn on 10 Nov, 2025 08:05 PM

   

   Thanks.

   Got it, was able to do it using the Find and Replace addon. Appreciate that.

   So it's not something I'm doing? The batch change isn't functional? I usually assume I'm missing something as most often that is the case.

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3. Support Staff 3 Posted by Maddy on 11 Nov, 2025 02:00 PM

   

   It could be useful to refer you to this article in the Knowledge Base, where the process for Batch Changing > Tags is explained.

   --
   Maddy, Infinite Kind Support

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4. 4 Posted by Tracy Nolte on 12 Nov, 2025 08:40 PM

   

   Perfect. Thank you Maddy.

   Tracy

   ________________________________

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5. Support Staff 5 Posted by Maddy on 12 Nov, 2025 08:53 PM

   

   You are welcome!
   I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

   --
   Maddy, Infinite Kind Support

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6. Maddy closed this discussion on 12 Nov, 2025 08:53 PM.