Table of Contents
The Tags View provides information about all the tags that have been added by the user. The Tags screen is split into two main areas: a list of tags and a detail area, which has two tabs: Transactions and Details. The Transactions tab displays all the transactions associated with the tag. The Details tab includes a user-defined color, as well as Notes, which are not used elsewhere. Note that if you change the color, which is used in the symbol displayed before the tag name in any associated transactions, you need to click the check button at the lower right of the Details area for it to be saved.
A list of all tags, sorted alphabetically, is displayed on the left side of this screen.
There are three different ways to create a new tag. First, you can click on the new tag icon. Second, you can right-click on any tag and choose . This creates a new tag called “New tag.” Right-click on this tag and select to enter the name of the new tag. Finally, you can add a new tag directly into the ledger page or within a split transaction by typing the name of the tag in the tag field. KMyMoney will ask if you want to add this tag and after selecting “yes” it will be added.
To rename a tag, either click on the tag name to select it and click on the Rename tag (between the add and remove icons) or right-click on the name and then select . The name then becomes editable. Changing the name will affect the name in all the transactions in which it appears.
To remove a tag, either click on the delete tag icon or right-click the name and select . If the tag has any transactions, you will be presented with a dialog that allows you to reassign them to a different tag.
As Tags were only introduced to KMyMoney in version 4.7, none of the methods for importing data are able to import tags. It is understood that this is an important feature, and each import method is likely to introduce it in an upcoming release.