This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
There are two ways of creating transactions: 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. You can get there using one of the three ways:
- click on the gear icon in the bottom-left corner of the screen,
- press this combination of keys on your keyboard: ⌘ cmd + on Mac or control + , on Windows (that's a comma),
- on Mac, click on MoneyWiz menu bar item in the top-left and then Settings.
Once you're in Settings view, click on Tags tab. You'll see something like this:
To create a new tag, click the New button and enter a name.