Tags Not imported

Jane's Avatar


22 Oct, 2016 08:36 AM

I have just imported my MD file from 2010 to 2015 and the tags I use have not been imported. Other than manually adding, is there anything I can do?

  1. Support Staff 1 Posted by Jenny on 25 Oct, 2016 12:57 PM

    Jenny's Avatar

    Hi Jane,

    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 tags - 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:


    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 previous versions.

    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 or by navigating to Tools --> Graphs and Reports. Can you check this for me, and let me know if any tags have imported?

    Do you still have your older Moneydance 2010 data set on your system? This is the 'yourfilename'.md file/folder. If so, please take a copy of this file, and try upgrading through the Moneydance versions, to see if you have better luck successfully importing the tags. You can download MD2012 from here which will convert the data to a new format. Then, try upgrading again to the new MD2015 format and hopefully your data will import correctly.

    Infinite Kind Support

  2. System closed this discussion on 24 Jan, 2017 01:00 PM.

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