tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/14515-editing-tagsInfinite Kind: Discussion 2022-10-10T10:03:25Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/362765952015-03-23T12:54:25Z2015-03-23T12:54:25ZEditing tags<div><p>Hi Felix,</p>
<p>To clarify how tags work in Moneydance 2015, since they've
changed slightly, but the functionality that they provide is the
same, here are some instructions for working with them. You can
enter tags simply by typing them into the tags field on a
transaction and you can tag a transaction with multiple tags by
separating them with a comma. For example, typing:</p>
<p>tag1,tag2</p>
<p>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. We are also planning on
adding a drop down menu to the tags field, similar to the one that
was present in Moneydance 2014.</p>
<p>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. 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, thereby selecting
all the transactions between the two clicked) 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.</p>
<p>To add, remove, or rename individual tags instead, 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.</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/362765952015-03-23T14:03:09Z2015-03-23T14:03:09ZEditing tags<div><p>Hi Jerome-<br>
No tag summary report on left.<br>
Felix</p>
<h2><a href="#" class="anchor" name=""></a></h2>
<p>M. Felix Freshwater MD<br>
<a href="http://www.miamihand.us">www.miamihand.us</a></p></div>FTFtag:infinitekind.tenderapp.com,2009-01-14:Comment/362765952015-03-24T18:13:30Z2015-03-24T18:13:30ZEditing tags<div><p>Hi Felix,</p>
<p>You may have to scroll down on the left sidebar column to see
the Tag Summary report. If you removed it from the left sidebar
column, you can add it back by clicking the + button on the bottom
left of the Moneydance window.</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/362765952015-05-03T07:32:29Z2015-05-03T07:32:29ZEditing tags<div><p>There's no way to delete existing tags though?</p></div>kim.aldistag:infinitekind.tenderapp.com,2009-01-14:Comment/362765952015-05-06T17:20:24Z2015-05-06T17:20:24ZEditing tags<div><p>Hi Kim,</p>
<p>To add, remove, or rename individual tags instead, 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.</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan