I am wondering if it’s possible to add a dropdown menu selection for Tags (the tags list can come from another sheet or tags that already exist in the Transaction “Tags” column). Currently, categories can be selected like this from a Dropdown. [Markup on 2023-01-29 at 09:06:33] However, tags do …

I’ve just got mine list to the right of the tags report extra columns and I’ve got them hidden so mine wound up in column T but you could really put it wherever you’d like. This screenshot shows what I’ve got set up for data validation in the transactions sheet, it points to that column for the lis…

Have you checked out [image] Tag Manager - Google Sheets Show & Tell What is the goal of your workflow? What problem does it solve, or how does it help you? As I’ve started to use Tags increasingly, I found that managing them has become an issue. Based on work that @Brad…

I don’t have that many tags as of yet so the tags manager seems overkill for me, so I just use a list on my tags report sheet that i have added, then on the tags column you add data validation that points to the list of tags created on the tags report I’m typing from mobile and memory but basically…

Autocomplete works in my tags column. It’s odd that it’s not working in yours. Sometimes I wish it didn’t work! I often use multiple tags on an item and if I only want the first tag on a specific item, I often get frustrated that it autocompletes the extra tags. eg. I might want the tag ‘tax’ but if…

@MarcC thank you for the suggestion. I will try to get what @bentyre1 recommended first, as the Tag Manager plugin does seem a little overkill for what I am looking for. @bentyre1 if you don’t mind sharing how you have yours set up I would appreciate it. I tried doing a data validation but I couldn…

Thanks @doitlikejustin I never figured out that autocomplete never worked where rows are blank above and below so good to know. I think the simplest solution is just using Insert => Dropdown You get a nice sidebar to add your tags (and colours if you want). If you ever do want multiple tags for a …

Highly recommend checking out this: Docs: Using Tags in the Categories sheet Rather than tagging at the category level, you can tag more broadly at the category level then using the Category Rollup report build a line item deduction report for just your “tax” categories.

@heather Using tags in the Categories sheet doesn’t apply tags to transactions directly, so the transactions won’t show up in the “Tags Report” report sheet

@bentyre1 Thank you! That worked. I removed the last cell number as well, from ='Tags Report'!$N$9:$N$100 to ='Tags Report'!$N$9:$N so that it picks up all of them if I ever have more tags that go past row 100.

Adding Tags Dropdown (or Autofill) in Transactions Sheet

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MarcC January 29, 2023, 5:32pm 3

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Adding Tags Dropdown (or Autofill) in Transactions Sheet

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