<?xml version="1.0" encoding="UTF-8"?>
<chapter id="details.tags">
<chapterinfo>
  <authorgroup>
    <author>&Cristian.Onet; &Cristian.Onet.mail;</author>
    <author>&Michael.Carpino; &Michael.Carpino.mail;</author>
  </authorgroup>
  <date>2020-02-06</date>
  <releaseinfo>5.0.8</releaseinfo>
</chapterinfo>

<title>Tags</title>

<para>
  The Tags View provides information about all the tags that have been added by
  the user.  The Tags screen is split into two main areas: a list of tags and a
  detail area, which has two tabs: Transactions and Details.  The
  <guilabel>Transactions</guilabel> tab displays all the transactions associated
  with the tag.  The <guilabel>Details</guilabel> tab includes a user-defined
  color, as well as Notes, which are not used elsewhere.  Note that if you
  change the color, which is used in the symbol displayed before the tag name in
  any associated transactions, you need to click the check button at the lower
  right of the Details area for it to be saved.
  </para>

<sect1 id="details.tags.list">
<title>Tags List</title>

<para>
  A list of all tags, sorted alphabetically, is displayed on the left side of
  this screen.

  <screenshot>
  <mediaobject>
  <imageobject>
  <imagedata fileref="tags.png" format="PNG" />
  </imageobject>
  </mediaobject>
  </screenshot>
</para>

<sect2>
<title>Adding a Tag</title>
<para>
  There are three different ways to create a new tag.  First, you can click on
  the <guiicon><inlinemediaobject><imageobject><imagedata
  fileref="list-add.png"/></imageobject></inlinemediaobject></guiicon> new tag
  icon.  Second, you can right-click on any tag and choose <guimenuitem>New
  tag</guimenuitem>. This creates a new tag called <quote>New tag.</quote>
  Right-click on this tag and select <guimenuitem>Rename tag</guimenuitem> to
  enter the name of the new tag.  Finally, you can add a new tag directly into
  the ledger page or within a split transaction by typing the name of the tag in
  the tag field.  &kmymoney; will ask if you want to add this tag and after
  selecting <quote>yes</quote> it will be added.
</para>
</sect2>

<sect2>
<title>Renaming a Tag</title>
<para>
  To rename a tag, either click on the tag name to select it and click on the
  <guiicon>Rename tag</guiicon> (between the add and remove icons) or
  right-click on the name and then select <guimenuitem>Rename tag</guimenuitem>.
  The name then becomes editable. Changing the name will affect the name in all
  the transactions in which it appears.
</para>
</sect2>

<sect2>
<title>Deleting a Tag</title>
<para>
  To remove a tag, either click on the <guiicon><inlinemediaobject><imageobject><imagedata
  fileref="list-remove.png" format="PNG"/></imageobject></inlinemediaobject></guiicon>
  delete tag icon or right-click the name and select <guimenuitem>Delete tag</guimenuitem>.
  If the tag has any transactions, you will be presented with a dialog that allows you
  to reassign them to a different tag.
</para>

<note>
<para>
  As Tags were only introduced to &kmymoney; in version 4.7, none of the methods
  for importing data are able to import tags.  It is understood that this is an
  important feature, and each import method is likely to introduce it in an
  upcoming release.
</para>
</note>
</sect2>
</sect1>

<sect1 id="details.tags.info">
<title>Tagged transactions and Tag details</title>
<para>
  To view the transactions or view and edit the information associated with a
  particular tag, select the tag from the list and select the appropriate tab on
  the right side of the dialog.

<screenshot>
  <screeninfo>The tag details tab</screeninfo>
  <mediaobject>
  <imageobject>
  <imagedata fileref="tag_details.png" format="PNG" />
  </imageobject>
  <textobject>
  <phrase>Tag details</phrase>
  </textobject>
  </mediaobject>
</screenshot>
</para>

<sect2 id="details.tags.info.transactions">
<title>Tagged transactions</title>
<para>
  To see a list of the transactions associated with the selected tag, select the
  <guilabel>Transactions</guilabel> tab.  This list is similar to the list of
  transactions for a Payee.  You can double-click on a transaction, and you will
  be taken to the ledger view of that transaction for the account in which the
  transaction has been tagged.
</para>
</sect2>


<sect2 id="details.tags.info.details">
<title>Tag details</title>
<para>
  To view and edit the information associated with a particular tag, select the
  <guilabel>Details</guilabel> tab.
</para>
  <itemizedlist>
    <listitem>
      <para>
        You can select the color used to highlight transactions with which this
        tag has been associated.  If you click on the color bar, you will get a
        color chooser dialog.
      </para>
    </listitem>
    <listitem>
      <para>
        Clicking the <guilabel>Closed</guilabel> checkbox will not alter any
        transactions already associated with the tag, but it will prevent
        assigning the tag to any additional transactions.
      </para>
    </listitem>
    <listitem>
      <para>
        To modify the notes associated with the tag, just edit the text in the
        box.
      </para>
    </listitem>
  </itemizedlist>
<para>
  When you are done, don't forget to click the <guiicon>Update</guiicon> button,
  at the lower right of the window, although you will be prompted if you leave
  the dialog without having done so.
</para>
</sect2>
</sect1>
</chapter>

