Difference between an Action and Tag?

Boborino
Boborino Quicken Mac Subscription Member ✭✭
edited May 2023 in Registers & Transactions (Mac)
What is the difference? If I have receipts that need to be reimbursed or acted upon is it better to use the Action field or the Tag field? Just curious.

Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited April 2023

    You can create reports that only include transactions that have specific Tags. I don't think you can do that with the Action field.

    I don't use either one currently, but if I did want to use one I would use tags. Many of my downloaded transactions already have something in the Action field, generally things like "DEBIT" or "PAYMENT" or "DEPOSIT"; the Tags field is empty.

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