Chapter 8. Tags

On the left is a list of tags, with buttons for adding, renaming, or deleting a tag.

On the right you can see more detailed information about the tag selected in the list on the left, in one of the two tabs: Transactions and Details. The Transactions tab displays all the transactions associated with the tag. The Details tab includes a user-selectable 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 Update at the lower right of the Details area for it to be saved.

As with most actions in KMyMoney, there are multiple ways to create a new tag. First, you can click the new tag icon. Second, you can right-click any tag and choose New tag.... This creates a new tag called “New tag.” See the next section for how to rename the tag. Finally, you can add a new tag directly in the ledger 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 the tag name to select it and then click Rename Tag, or right-click the name and then select Rename tag. The name then becomes editable. Changing the name will affect the name in all the transactions in which it appears.

To delete a tag, either select it and click delete tag or right-click the tag name and select Delete tag. If the tag has any transactions, you will be presented with a dialog that allows you to reassign them to a different tag.