Create and Use Tags in Quicken

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Tags provide additional power and flexibility to categories enabling you to specify where, to what, or to whom your transactions apply. For example, if you use the same checking account for both business and personal expenses, you might assign the tag name "Business" to your business transactions and leave your personal transactions unclassified. You can then use a single category, such as "Phone," instead of creating separate "Home Phone" and "Business Phone" categories.

To create a tag

  1. From the Quicken Tools menu, choose Tag List.
  2. Click New, and then enter a Name and an optional Description for the class.
  3. If you have more than one use for this class name, enter a Copy Number. For example, if you receive multiple copies of certain tax forms and schedules (such as Form W-2 or Schedule C), you can assign different copy numbers to each copy of a form.
  4. Click OK.

To apply a tag to a transaction

  1. From the Tools menu, choose Account List.
  2. Double-click the account to open its register. Create the transaction as usual or select an existing transaction that you want to apply a tag to.
  3. When you get to the Category drop-down list, select the appropriate category, and then type a forward slash (/) followed by the class name immediately after the category. For example, the "Phone" category with a "Business" class applied to it would appear as Phone/Business.  If the tag does not exist, it will have you create it here.
  4. Complete the remaining fields in the transaction as usual, and then click Enter to record the transaction.

To edit or delete a tag

  1. From the Quicken Tools menu, choose Tag List.
  2. In the Tag List, under the Action column, you have the ability edit or delete a tag.
    Warning: There is no confirmation when you delete a tag.

Don't want to see the Tag column in your register?

  • Click on Account Actions at the top right, select Register Columns, uncheck Tags, press Done.
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