From d2475ebb027e86ed45e65caedb0e774fac55bb81 Mon Sep 17 00:00:00 2001 From: Juulz Date: Sun, 12 Apr 2026 09:46:47 -0400 Subject: [PATCH] [Docs] Update tags doc for clarity - fixes #7475 (#7485) * Update tags.md * [autofix.ci] apply automated fixes * Update tags.md * Update tags.md --------- Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com> --- packages/docs/docs/transactions/tags.md | 31 +++++++++++++------------ 1 file changed, 16 insertions(+), 15 deletions(-) diff --git a/packages/docs/docs/transactions/tags.md b/packages/docs/docs/transactions/tags.md index 7d1d5f2e39..b5ad1c3cf3 100644 --- a/packages/docs/docs/transactions/tags.md +++ b/packages/docs/docs/transactions/tags.md @@ -1,14 +1,15 @@ # Tags -Transactions can be easily flagged and identified in the table by tagging them through their notes. -An example would be to tag all transactions for a trip with a tag like `#Vacation2025` +Transactions can be easily flagged and identified in the account register by tagging them in their notes. +An example would be to tag all transactions for a trip with `#Vacation2025` ## Syntax -A tag is a string of any characters (except `#`) prefixed by the `#` symbol; it can be added anywhere within the _Notes_ field of a transaction. -It is possible to have multiple tags for a single transaction. -Tags are case-sensitive, meaning that `#tag` and `#TAG` are different. -To use the `#` symbol in the _Notes_ field without tagging, you can escape it by inputting it twice: `##do-not-tag-this`. +- A tag is a string of any characters (except `#` and whitespaces) prefixed by the `#` symbol; it can be added anywhere within the _Notes_ field of a transaction. +- Tags cannot contain whitespaces (spaces, tabs, etc.). Use `#camelText`, `#dashed-entries` or `#underscored_separators` instead. +- It is possible to have multiple tags for a single transaction. +- Tags are case-sensitive, meaning that `#tag` and `#TAG` are different. +- To use the `#` symbol in the _Notes_ field without tagging, you can escape it by inputting it twice: `##do-not-tag-this`. ![Tagging a transaction](/img/tags/input.webp) @@ -16,23 +17,23 @@ To use the `#` symbol in the _Notes_ field without tagging, you can escape it by ## Filter Transactions -To view transactions with a given tag, you can either: +To view transactions with a given tag, you can: -- Click on the colored tag in the transactions table. +- Use the _View Transactions_ button in the Tag management page, in the sidebar. +- Click on a colored tag in the account register. - Use the `has tags` filter on the _Notes_ field: ![Tag based filter of transactions](/img/tags/filter.webp) ## Manage Tags -By default, tags use the purple brand color of Actual. -If you use a lot of tags, it can be helpful to customize the color of the tags. You can configure this through the dedicated _Tags_ page, located in the sidebar. - ![Tag management page](/img/tags/manage.webp) -On the Tag management page, you can perform the following actions: +The Tag management page can be found in the sidebar under _More_. Here you can perform the following actions: -- **Add New** tags. It doesn't matter whether any transactions with this tag already exist or not. -- **Find Existing Tags**, searches for tags already used within transactions and adds them to the list of managed tags. -- Change the color of any tag and/or add a description. +- Change the color. Tags use a default color defined in the theme. Change the color of any tag by clicking on the tag to bring up a color picker. +- **Add New** tags. Do not include the `#` prefix when adding tags here; it will be added automatically. If the tag already exists, this will update its color. +- **Find Existing Tags** searches for tags already used within transactions and adds them to the list of managed tags. +- Add a description by clicking in the description field. - **View Transactions** which use a given tag. +- Use the context menu (right-click menu) to delete a tag from this page. It will **not** delete the tag from the transaction notes.