How to Use Tags in Moneydance
Tags give you the ability to attach keywords to the transactions in your Moneydance personal finance register. You can minimize the time it takes you to locate transactions in your accounts, by simply searching for them by their tagged keywords. However, before you can attach keywords to your transactions, you'll first need to use Moneydance's tag editor to generate a list of transaction tags.
Other People Are Reading
Instructions
-
-
1
Launch Moneydance. Click on the desired account in the sidebar in the main menu, and then click on the transaction you'd like to tag.
-
2
Click on the "Tools" heading, and then select the "Edit Transaction Tags" option from the context menu that appears beneath the heading.
-
-
3
Click on the "+" button when the "Edit List" menu appears. Type in your tag. Click the "+" sign again to create another tag. You can remove a tag by clicking on it, and then click on the Edit List menu's "-" button.
-
4
Click "OK" to apply your tags to the selected transaction.
-
5
Click on the "Tags" heading of the selected transaction. Use the horizontal arrow buttons on the Tags field to select one of your newly created tags, and then press the "Enter" key on your keyboard.
-
1
