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You can set up tag names either before you enter transactions, or as you enter them. Quicken stores a list of all the tags in the current file, sorted alphabetically, in the Tag List.

  1. Choose Tools menu > Tag List
    • To create a new tag, click the New button.
    • To edit an existing tag, select it and then click the Edit button (on the same line as the selected tag; if necessary, scroll to the right to view it).
  2. As necessary, enter or change the name and description.
    • What happens when I rename a tag that's currently in use?
  3. If needed (for example, to track different rental properties), enter a copy number. (Optional)
  4. Click OK.
  5. To hide or unhide a tag, select or clear the check box in the Hide column. (Optional)
    • Why would I hide a tag?
  6. To delete a tag, select it and then click the Delete button (on the same line as the selected tag; if necessary, scroll to the right to view it). (Optional)
  7. Click Done.

Notes

If you purchased Quicken Home & Business, Quicken includes a specialized type of tag called a business tag. Business tags show you the income, expense, and deduction information for a business. See how tags work with businesses for more information.

In the Tag List, tags are labeled as Business, Rental, or Other in the Type column.