How do I automatically add a tag to transactions - Starter version ?

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ml8585
ml8585 Member ✭✭
edited April 2023 in Registers & Transactions (Windows)
I need to tag certain credit card transactions as recurring charges. I looked at using the memorized payee list but adding a tag value is not an option for Quicken Starter, version T47-15.

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    Starter has very limited support for Tags.

    QWin Premier subscription
  • UKR
    UKR SuperUser ✭✭✭✭✭
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    https://community.quicken.com/discussion/7931018/how-do-i-automatically-add-a-tag-to-transactions

    If they are recurring charges, you might want to add Scheduled Reminders for each of them, with proper categories as needed.
    Record these transactions in Quicken before their due date. When downloading from the bank, Quicken will match the downloaded transactions to the already existing register transactions.
    This will also help with budgeting.

    Are you new to Quicken for Windows?

    Welcome.
    Please read this for more information, some videos and a list of resources to help familiarize yourself with Quicken:

    https://www.quicken.com/complete-guide-getting-started-quicken-windows

    https://www.quicken.com/quicken-tips

    Quicken Help! (Quicken for Windows)

    If you're unsure on how to do something, you can find more information about a specific task, function, feature or report in Quicken Help.
    To access Quicken Help simply press the F1 key from anywhere in Quicken (or click Help in the Menu bar, then click Quicken Help).
    Once Help has started, use the Search tab to search using keywords, e.g., "buy security".
    Some Quicken view screens may have a blue (or yellow) button with a question mark. Click it to get view - specific help.
    A browser-based version is available here: https://help.quicken.com/display/WIN/Quicken+Windows+Help

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