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How to add TAG to list of transactions

Ps56k2

Am away from desktop, so can’t play…
How can I add a Tag to a list of transactions… like “ski2023” or “proj1028” - instead of manually doing every line item for an entire month when we get back to the desktop.

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Comments

NotACPA

Would FIND/Replace reduce your work effort?

q_lurker

You can create a transaction report, highlight the applicable transaction, click Edit / Retag and do it.

In other words, a variety of ways.

Ps56k2

Will have to play when we get back in town.

Was hoping I could select an entire group of transactions and then add the same Tag to all of them in one click…

q_lurker

Ps56k2 said:

Will have to play when we get back in town.
Was hoping I could select an entire group of transactions and then add the same Tag to all of them in one click…

Overlooking some issues reported regarding recent releases, you can. I’m not sure if those issues popped up in R45, 46, or 47.

TTSguy

I think you could also create a new category that includes the tag i.e.; "Recreation/ski2023"

Ps56k2

NotACPA said: Would FIND/Replace reduce your work effort?

Yup - just walked thru the simple process...
my basic question was if Quicken was going to let me select line item transactions
using the standard Windows Ctrl-click for individual transactions
or Shift-click for first/last of a range of transactions -

and glad to report - BOTH of these expected key combos do work for selecting transactions...

... select transactions -> right click -> Edit -> brings up Find & Replace with the selected group of transactions -
DONE -

leishirsute

q_lurker said:

You can create a transaction report, highlight the applicable transaction, click Edit / Retag and do it.

In other words, a variety of ways.

Neat. I didn't know this was possible. Worked like a charm. Thanks.