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kmymoney-4.7.2-1.mga5.x86_64.rpm

<?xml version="1.0" encoding="UTF-8"?>
<chapter id="details.tags">
<chapterinfo>
  <authorgroup>
    <author>&Cristian.Onet; &Cristian.Onet.mail;</author>
  </authorgroup>
  <date>2014-08-30</date>
  <releaseinfo>4.7.01</releaseinfo>
</chapterinfo>

<title>Tags</title>

<para>
  The Tags screen provides detailed information about all the tags which are
  applied to transactions. The Tags screen is split into two main
  areas: a tags list and a detail area.
  </para>

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

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

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

<sect2>
<title>Adding a Tag</title>
<para>
  To add a tag, either click on the Add tag icon
  <guiicon><inlinemediaobject><imageobject><imagedata
  fileref="list-add.png"/></imageobject></inlinemediaobject></guiicon> or
  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.
</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 Delete tag icon
  <guiicon><inlinemediaobject><imageobject><imagedata
  fileref="list-remove.png"/></imageobject></inlinemediaobject></guiicon> 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 have just been introduced to &kappname; 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>
        To modify the notes associated with the tag, just edit the text in the
        box.
      </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>
  </itemizedlist>
<para>
  When you are done, don't forget to click the <guiicon>Update</guiicon> button, although you will
  be prompted if you leave the dialog without having done so.
</para>
</sect2>
</sect1>
</chapter>