How to add TAG to list of transactions

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Ps56k2
Ps56k2 SuperUser ✭✭✭✭✭
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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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    Would FIND/Replace reduce your work effort?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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

    In other words, a variety of ways. 
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
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    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
    q_lurker SuperUser ✭✭✭✭✭
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    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
    TTSguy Member ✭✭✭✭
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    I think you could also create a new category that includes the tag i.e.; "Recreation/ski2023"
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2023
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    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
    leishirsute Member ✭✭✭✭
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    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.

    Deluxe R55.26., Windows 10 Pro

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