How do I add a tag to a split transaction? (Q Mac)

kleeberg

Mac classic Quicken: I buy several items from the store and I want to tag each and separately so I split the transaction. Normally, I can add a tag in the tag column, however, when it's split, the tag column does not appear. If I open the transaction without opening the split, the tag column shows the split icon. How can I tag this?

Jon

If the Tags column is visible in the register then it will also be visible when you open the split; you can then assign tags to each line in the split. You have to be looking at the Splits tab, not the Details tab:

If the Tags column is not visible in the register then it will not be visible when you open the split transaction either:

jalene54

This is new….

Not a fan.

jacobs

@jalene54 Keeping in mind that this is set on a register-by-register basis, I'm curious why you don't like this? If you don't have the Tags column visible in a register to use for a particular account, why would you expect to be able to add Tags only in a split transaction? Or conversely, if you do use Tags in transactions, wouldn't you make the Tags column visible?

I like this change because I use Tags pretty minimally, and only one two accounts; in all my other accounts I have Tags hidden, and I'm happy to not have them in the splits window in those accounts.

Chris_QPW

For what is worth this (the new way) is how it works in Quicken Windows.

smayer97

I agree that a better way would be to have the option to choose whether to have tags show at the transaction level, or at the split level, or both.

Not being able to remove the Tag column at the transaction level but still opt to have it at the split level adds unnecessary clutter to the UI for some.

Philip S

This info is useless. So the tag column has always been there; but with the new update I have to enable it register by register. OK, how about telling us how to do this.

Chris_QPW

https://community.quicken.com/discussion/comment/20490061#Comment_20490061

The very first reply by @Jon says how to do it. You need to turn on the Tag column in the register. Once you do that you will be able to see the Tag column in a split in that register.

Chris_QPW

BTW I just remembered something about how this works in Quicken Windows, but I don't know if the same applies to Quicken Mac. You guys might try it and see.

In Quicken Windows in places where there is just the category field, but not a tag field, we can use this syntax.

category/tag

So, here is an example of a Split transaction where the Tag field is turned off in the register.

And if I turn the Tag field on in the Register.

Philip S

Never mind, after wasting 20 minutes trying to find out on Quicken (small rant—which I have used since it was DOS based) I asked AI and problem solved less than a minute later. I may have to change my opinion of AI to limited and guarded optimism lol!

Chris_QPW

I have found that the AI chats are getting pretty good these days, but you do have to use common sense on using the answers just like if you asked someone, because they do get somethings wrong just like humans.

Thirty years ago, I said that you won't have AI until humans are willing to allow computers to make mistakes, and here we are! 😂

(Back in the day, "AI" was just "expert systems" that were more of pure if this do that which was programmed in using some expert to answer the if questions).

jacobs

In Quicken Windows in places where there is just the category field, but not a tag field, we can use this syntax: category/tag

Just for completeness for anyone else reading this thread: that does not work in Quicken Mac.

smayer97

In Quicken Windows in places where there is just the category field, but not a tag field, we can use this syntax: category/tag

Just for completeness for anyone else reading this thread: that does not work in Quicken Mac.

For even more completeness, you cannot do this in QMac Classic but you "can" do this in QM2007, but it is called a Class vs a Tag, and you can only apply one Class on any one transaction or split line, unlike Classic, where you can apply multiple Tags.

Donnamg100

Go up to View> Columns, then check the Tags checkbox. Now you will be able to tag splits!

jacobs

Go up to View> Columns, then check the Tags checkbox. Now you will be able to tag splits!

And if for some reason you only use Tags in splits, but not non-split transactions, after you make the Tags column visible in your register, drag the Tags column header to the far right of your register, so it will be out of your Tab order and out of your way.

Note also that you need to make the Tags columns visible in all register in which you want to use Tags. You can do this one at a time, or at the bottom of the Columns pop-up menu, you can select "Apply to all [xxx] Accounts" (where "xxx" is the type of account, such as Credit Card or Checking).

Scotchbriar

Just started using Quicken Classic for MAC today. Needed to use tags in a split transactions. Thank you for the help!