Managing your Tags

The Tag Manager view in Koku enables you to create new tags, edit existing tags, and review the transactions associated with a given tag, all in one place.

Accessing the Tag Manager

To switch from your Library view to the Tag Manager, simply click on the Tag icon located in the upper right hand corner of your source list.

Creating New Tags

It's quick and easy to create new tags. Simply select New Tag... from the Add menu.

Choose a name and color for your tag, and click Done.

Editing Existing Tags

With the Tag Manager you can rename or change the color of any tag you previously created. Simply select Edit... from the Action menu.

Reviewing Tagged Transactions

When a tag is highlighted in the source list, Koku will display all transactions that have been tagged with this selection. By default, the results will be organized by account and limited to display a fixed number of transactions for each account. To view all transactions in an account click on More... located to the right of the account name.

Deleting Tags

If you wish to delete a tag, select Delete... from the Action menu. Deleting a tag will permanently remove it from all transactions.