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.
To use a tag, apply it to a transaction.
Tag editing is flexible. If you decide you no longer need a tag, you can either hide or permanently delete it. You can rename a tag at any time; Quicken updates the name on any associated transactions.
- 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).
- As necessary, enter or change the name and description.
- If needed (for example, to track different rental properties), enter a copy number. (Optional)
- Click OK.
- To hide or unhide a tag, select or clear the check box in the Hide column. (Optional)
- 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)
- Click Done.
Notes
If you purchased Quicken Business & Personal, 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.