Transaction tags provide another level of income or expense tracking.

While you may track your vacation in several categories, such as Lodging, Food, Gas, etc, a tag will permit you to easily track and run reports to determine the total cost of the trip.



Entering Tags -

To enter a tag, begin typing in the "Tags" field of a transaction.

You can tag a transaction with multiple tags by separating them with a comma.
For example, typing: tag1,tag2


Viewing Tags -

You can see a list of all your tags by going to the "Tag Summary" report.
This report is available within Tools > Graphs and Reports, or by scrolling down to the reports in the left sidebar (below your accounts)



Changing Tags -

To bulk change any tags, select Edit > Advanced Search and search for a tag.
Then highlight multiple transactions and right click (or Ctrl and click) to view the Context Menu.
To use the Batch Change feature, select Batch Change > Tags.
This will set the tags for all the highlighted transactions to the tags you enter in the Batch Change window.

Alternatively, you may wish to install the '"Find and Replace" extension. This extension will allow you search for transactions based on specific fields. You can then bulk rename tags by removing the original tag, and adding the newer tag. You can find further information about this extension within this article LINK.


Deleting Tags -

Removing a tag from all transactions will delete the tag. Once deleted from all transactions, the tag will no longer be available for selection.