What are transaction tags?
Tags are one of the transaction properties that you can use. Tags need to be enabled via transaction layout settings before they can be used. Each transaction can have more than one tag assigned.
Tags become useful when you are tracking transactions related to a single project: a wedding, a trip or something like home-improvement. For example, you might eat at McDonald's while at home (transaction has McDonald's payee and Eating out category) but also during your trip to Paris. In the first case, you'll most likely not assign any tag but for the second case, you might want to assign some tag like "Trip to Paris" to bring all trip-related expenses together - allowing you to generate a report at the end of the trip, reviewing how much you've spent overall.
Viewing existing tags
First go to MoneyWiz Settings by clicking on the gear icon in the menu. Once you're in Settings, click on Tags section. You can see existing tags in that list. The numbers displayed on the right show how many transactions use given tag.
Creating new tags
There are two ways of creating transaction tags: during transaction entry and via MoneyWiz Settings. Please remember that in order to use tags, you need to have them enabled in Transaction layout settings.
Creating tags during transaction creation
To create tags during transaction creation, start creating a new transaction or modify an existing one and then type in the transaction tags field. If the tag you've typed does not exist, it will be created.
Creating tags via MoneyWiz Settings
To create new transaction tags, first go to MoneyWiz Settings > Tags as explained earlier. To create a new tag, click the New button and enter a name.
Modifying existing tags
To modify existing transaction tags, first go to MoneyWiz Settings > Tags as explained earlier. To modify a tag, just click on it.
Merging existing tags
If you decide that two or more tags don't need to be separate and you can do with just one for all transactions, you can merge them. To begin, first go to MoneyWiz Settings > Tags as explained earlier. Enter bulk-edit mode by clicking on the Edit button and select multiple tags you wish to merge (on Mac, you need to hold command key on your keyboard while clicking on them) then click on Merge. You'll be asked which tag should remain after the merge.
Deleting existing tags
If you decide that you no longer need some tags, you can delete them. To begin, first go to MoneyWiz Settings > Tags as explained earlier. Enter bulk-edit mode by clicking on the Edit button and select multiple tags you wish to delete (on Mac, you need to hold command key on your keyboard while clicking on them) then click on Delete. You'll be asked for a confirmation. If you confirm, the tags will be deleted and also removed from all transactions they were used in.