<?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>