I'm just setting up my account now. I've 6 tags set up but can't for the life of me figure out how to apply them to imported credit card transactions. I tried following these directions:
https://help.quicken.com/pages/viewpage.action?pageId=3216338 But the "tag" option is even missing from the register preferences in their example!
When I try adding a tag in the category field, it asks me if I want to make a new category. I don't. I want a tag.
If I edit the transaction, I can finally see a tag column. But it won't let me access it. What am I doing wrong?
I will need to use tags for most of my transactions, so I really need easy access.
Thankyou!