Instructions Inadequate for Tags

FayeJax Member ✭✭
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:

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.



  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Please go to Help > About Quicken and let us know what Edition you are running. Three is very limited support for Tags in the Starter Edition
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  • FayeJax
    FayeJax Member ✭✭
    Answer ✓
    Home, business, and rental property, windows 11 home, version r45.21,

    Thank you!
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    You need to add the Tag field to every register where you want to use tags in transactions.
    Go into the register. Next to the Balance column title is the Register Columns icon. Click to bring up the list of available columns. Put a checkmark next to Tag. Click Done.
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