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0001 <?xml version="1.0" encoding="UTF-8"?> 0002 <chapter id="details.tags"> 0003 <chapterinfo> 0004 <authorgroup> 0005 <author>&Cristian.Onet; &Cristian.Onet.mail;</author> 0006 <author>&Michael.Carpino; &Michael.Carpino.mail;</author> 0007 </authorgroup> 0008 <date>2020-02-06</date> 0009 <releaseinfo>5.0.8</releaseinfo> 0010 </chapterinfo> 0011 0012 <title>Tags</title> 0013 0014 <para> 0015 The Tags View provides information about all the tags that have been added by 0016 the user. The Tags screen is split into two main areas: a list of tags and a 0017 detail area, which has two tabs: Transactions and Details. The 0018 <guilabel>Transactions</guilabel> tab displays all the transactions associated 0019 with the tag. The <guilabel>Details</guilabel> tab includes a user-defined 0020 color, as well as Notes, which are not used elsewhere. Note that if you 0021 change the color, which is used in the symbol displayed before the tag name in 0022 any associated transactions, you need to click the check button at the lower 0023 right of the Details area for it to be saved. 0024 </para> 0025 0026 <sect1 id="details.tags.list"> 0027 <title>Tags List</title> 0028 0029 <para> 0030 A list of all tags, sorted alphabetically, is displayed on the left side of 0031 this screen. 0032 0033 <screenshot> 0034 <mediaobject> 0035 <imageobject> 0036 <imagedata fileref="tags.png" format="PNG" /> 0037 </imageobject> 0038 </mediaobject> 0039 </screenshot> 0040 </para> 0041 0042 <sect2> 0043 <title>Adding a Tag</title> 0044 <para> 0045 There are three different ways to create a new tag. First, you can click on 0046 the <guiicon><inlinemediaobject><imageobject><imagedata 0047 fileref="list-add.png"/></imageobject></inlinemediaobject></guiicon> new tag 0048 icon. Second, you can right-click on any tag and choose <guimenuitem>New 0049 tag</guimenuitem>. This creates a new tag called <quote>New tag.</quote> 0050 Right-click on this tag and select <guimenuitem>Rename tag</guimenuitem> to 0051 enter the name of the new tag. Finally, you can add a new tag directly into 0052 the ledger page or within a split transaction by typing the name of the tag in 0053 the tag field. &kmymoney; will ask if you want to add this tag and after 0054 selecting <quote>yes</quote> it will be added. 0055 </para> 0056 </sect2> 0057 0058 <sect2> 0059 <title>Renaming a Tag</title> 0060 <para> 0061 To rename a tag, either click on the tag name to select it and click on the 0062 <guiicon>Rename tag</guiicon> (between the add and remove icons) or 0063 right-click on the name and then select <guimenuitem>Rename tag</guimenuitem>. 0064 The name then becomes editable. Changing the name will affect the name in all 0065 the transactions in which it appears. 0066 </para> 0067 </sect2> 0068 0069 <sect2> 0070 <title>Deleting a Tag</title> 0071 <para> 0072 To remove a tag, either click on the <guiicon><inlinemediaobject><imageobject><imagedata 0073 fileref="list-remove.png" format="PNG"/></imageobject></inlinemediaobject></guiicon> 0074 delete tag icon or right-click the name and select <guimenuitem>Delete tag</guimenuitem>. 0075 If the tag has any transactions, you will be presented with a dialog that allows you 0076 to reassign them to a different tag. 0077 </para> 0078 0079 <note> 0080 <para> 0081 As Tags were only introduced to &kmymoney; in version 4.7, none of the methods 0082 for importing data are able to import tags. It is understood that this is an 0083 important feature, and each import method is likely to introduce it in an 0084 upcoming release. 0085 </para> 0086 </note> 0087 </sect2> 0088 </sect1> 0089 0090 <sect1 id="details.tags.info"> 0091 <title>Tagged transactions and Tag details</title> 0092 <para> 0093 To view the transactions or view and edit the information associated with a 0094 particular tag, select the tag from the list and select the appropriate tab on 0095 the right side of the dialog. 0096 0097 <screenshot> 0098 <screeninfo>The tag details tab</screeninfo> 0099 <mediaobject> 0100 <imageobject> 0101 <imagedata fileref="tag_details.png" format="PNG" /> 0102 </imageobject> 0103 <textobject> 0104 <phrase>Tag details</phrase> 0105 </textobject> 0106 </mediaobject> 0107 </screenshot> 0108 </para> 0109 0110 <sect2 id="details.tags.info.transactions"> 0111 <title>Tagged transactions</title> 0112 <para> 0113 To see a list of the transactions associated with the selected tag, select the 0114 <guilabel>Transactions</guilabel> tab. This list is similar to the list of 0115 transactions for a Payee. You can double-click on a transaction, and you will 0116 be taken to the ledger view of that transaction for the account in which the 0117 transaction has been tagged. 0118 </para> 0119 </sect2> 0120 0121 0122 <sect2 id="details.tags.info.details"> 0123 <title>Tag details</title> 0124 <para> 0125 To view and edit the information associated with a particular tag, select the 0126 <guilabel>Details</guilabel> tab. 0127 </para> 0128 <itemizedlist> 0129 <listitem> 0130 <para> 0131 You can select the color used to highlight transactions with which this 0132 tag has been associated. If you click on the color bar, you will get a 0133 color chooser dialog. 0134 </para> 0135 </listitem> 0136 <listitem> 0137 <para> 0138 Clicking the <guilabel>Closed</guilabel> checkbox will not alter any 0139 transactions already associated with the tag, but it will prevent 0140 assigning the tag to any additional transactions. 0141 </para> 0142 </listitem> 0143 <listitem> 0144 <para> 0145 To modify the notes associated with the tag, just edit the text in the 0146 box. 0147 </para> 0148 </listitem> 0149 </itemizedlist> 0150 <para> 0151 When you are done, don't forget to click the <guiicon>Update</guiicon> button, 0152 at the lower right of the window, although you will be prompted if you leave 0153 the dialog without having done so. 0154 </para> 0155 </sect2> 0156 </sect1> 0157 </chapter> 0158