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How to Create Quicken 2010 Tags

Quicken 2010 lets you summarize your financial records by providing a tool, called tags, which lets you summarize transactions in addition to the way you summarize transactions with categories. (In previous versions of Quicken, tags were known by another name: classes.)

Tags can be very useful if you’re using Quicken in a business or if you’re investing in rental real estate.

1

Choose Tools→Tag List.

The Tag List window appears.

2

Click the New button in the Tag List window.

Quicken displays the New Tag dialog box.

3

Enter a name for the tag in the Name text box.

Use as short of a name as possible to clearly identify the tag. You use this tag name every time you want to tag a transaction. (If you’re using tags to identify real estate rental properties — which is probably their most common use — you might want to use the street name as the tag: Winston as the tag for the duplex on Winston Street, Roosevelt as the tag for the cottage on Roosevelt Avenue, and so on.)

4

Enter a description for the tag in the Description text box.

Quicken uses the tag description on reports that show the tag. If you don’t add a description, Quicken just uses the tag name. You don’t need a description, obviously, if your tag name is, well, adequately descriptive.

5

Just ignore the Copy Number box.

If you're just dying to know what this box does, click the Tell Me More link.

6

Click OK.

Quicken adds the new tag in the Tag List window and then redisplays the window.

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