# Transaction Enhancements

#### Jump to:

* [**Categories**](#categories)
  * [How to quickly add or change transaction category](#how-to-quickly-add-or-change-transaction-category)
* [**Tags**](#tags)
  * [How to assign tags to transactions](#how-to-assign-tags-to-transactions)
  * [How to remove tags from transactions](#how-to-remove-tags-from-transactions)
* [**Attachments**](#attachments)
  * [How to upload an attachment](#how-to-upload-an-attachment)
  * [How to view an attachments](#how-to-view-an-attachment)
  * [How to delete an attachment](#how-to-delete-an-attachment)
  * [How to rename an attachment](#how-to-rename-an-attachment)
  * [How to download an attachment](#how-to-download-an-attachment)

***

In addition to the obligatory transaction data (Date, Payee, Amount and Account), transactions can be enhanced with categories, tags, and attachments. These features help you enrich your spending data and give you more power over how you sort and review your data within Lunch Money!

## Categories

Categories are set up on the [Categories ](https://my.lunchmoney.app/categories)page, and are an essential way to organize your transactions. Categories also dictate how associated transactions will be treated throughout Lunch Money. To learn more about category properties, please [see here](https://support.lunchmoney.app/setup/categories).

A transaction can only be assigned one category, and uncategorized transactions are highly discouraged! The category cell for uncategorized transactions will appear in red:

<figure><img src="https://lh7-us.googleusercontent.com/UFU2wqOuCra3gtW2nlTwUZzGAw1dSInbfeZflPcR-qGgqzKog_NwcmqUZNNnJEg95WslkQHsM9tJ3d-7mtoN0sV1Y2oum7NArMYzmcC_kJpZPZUuIRVN9iGvQp9FhayfJHwW_5jL-DjmeWpeoAaTlhc" alt="" width="563"><figcaption></figcaption></figure>

### **How to quickly add or change transaction category**

The category of a transaction can be added or changed directly within the table view on the [Transactions](https://my.lunchmoney.app/transactions/) page:

1. Locate the transaction in the table and click on the relevant cell in the Category column
2. Once clicked, a dropdown menu will appear with all of your active categories
3. Scroll in the dropdown to locate the desired category, or type to search
4. Click on a category name to set it and it will automatically be saved to the transaction

<figure><img src="https://lh7-us.googleusercontent.com/GqTZ3Oz9q40zvybeqWfCHsTqHI1T99VdzcAk3zy32QuGA0RnDOEuXBp1V3WzlnmgHEh74_OWQ6j-FxtpJQC5Cj1KWztGRiXe2htyjsADE3TFx7n6c0JhmVFEIvXw2mYD7VWXSfUkqjhrSGxLhKyVoSo" alt="" width="563"><figcaption></figcaption></figure>

If you type to search for a category that you don’t already have set up, the option “Add category” will appear. Clicking on that will open a confirmation dialog to set up a brand new category. Once confirmed, the category is created on the [Categories](https://my.lunchmoney.app/categories) page and the new category is automatically applied to the transaction from which it was created.

{% hint style="warning" %}
Please keep in mind that adding a brand new category directly from a transaction will result in the creation of a plain expense category, without any [category properties](https://support.lunchmoney.app/setup/categories#category-properties).
{% endhint %}

## Tags

Tags are a great way to further organize transactions. Tags are much more flexible to use than categories as they would be more specific and not associated with as many transactions as a category would. Moreover, unlike with categories, a transaction can be associated with multiple tags!

Some uses of tags may include tracking transactions associated with a specific event (eg. birthday party, wedding, etc.), a trip (eg. Brazil 2020, Italy 2021, etc.) or a particular project (eg. kitchen renovation, bedroom makeover).

### **How to assign tags to transactions**

If you already have tags set up on the [Tags](https://my.lunchmoney.app/tags) page, you can easily add tags to any transaction via the [Transactions](https://my.lunchmoney.app/transactions/) page:

1. Locate the Tags column and hover the mouse cursor over the cell for the relevant transaction row to see an “Add” button appear
2. Click on “Add” and a drop-down menu will appear with all available tags
3. Locate the tag by scrolling through the menu, or search by typing in the search bar
4. Click on a tag to add it to the selection (you can add more than one)
5. To confirm, click on “Done”, or anywhere outside of the dropdown box.

All added tags will then be listed in the relevant cell under the Tags column:

<figure><img src="https://lh7-us.googleusercontent.com/RjXT9LaMV3buDDd_Yf5MfH4HtOto2JHYW3DCqbTTTh1Qpc0rkuGOeL2FPAJWUUM85YLv4ZEoTbQ-AmIHCGuuuoJhdSLLzgLVqC0xLlIjPfNopmilObVjJgm1esZgbAM7nwUfHFDUwDacylHraMcWP0I" alt="" width="563"><figcaption></figcaption></figure>

### **How to remove tags from transactions**

If you already have tags assigned transactions, you can remove them from the [Transactions](https://my.lunchmoney.app/transactions/) page:

1. Locate the transaction and click the arrow on the far right of the row to open the '*Transaction Details*' panel
2. All assigned tags will display under the '*Transaction Tag(s)*' section
3. Click the small "x" icon next to any tag that you wish to remove

To confirm the changes, click on "Save Changes" at the bottom

<figure><img src="/files/YDlefcSENIlcO6Y62nU5" alt="" width="471"><figcaption></figcaption></figure>

## Attachments

In some cases, you may have a document (eg. physical receipt, online purchase confirmation, paycheck stub, etc.) that you would like to include for safekeeping. Typical attachment formats are images (eg. PNG, JPG, HEIF, etc.) or text (PDF, Word, etc.).

### **How to upload an attachment**

1. Open the [Transactions](https://my.lunchmoney.app/transactions/) page
2. Click the arrow to the far right of the transaction’s row to open the '*Transaction Details*' panel on the right side of the screen
3. Scroll down until you see '*Attachments*'
4. Click on "Select Files" and in the dialogue window, choose the file(s) you wish to upload. Alternatively, you can drag-and-drop files directly into the '*Attachments*' area and the upload will initiate immediately.

The uploaded files will appear listed with a name, date, and file size.

<figure><img src="/files/9jV75dxMmNVh6UPGA4ku" alt="" width="473"><figcaption></figcaption></figure>

### **How to view an attachment**

1. Open the [Transactions](https://my.lunchmoney.app/transactions/) page
2. Click the arrow to the far right of the transaction’s row to open the '*Transaction Details*' panel on the right side of the screen
3. Scroll down until you see '*Attachments*'
4. Locate the attachment that you wish to view and click on the file name

If the file is an image, it will display in a popup within Lunch Money. If you’d like to see it in full size, click on "Open in new window" to open it in a new window or tab in your browser.

If the file is a PDF, it will typically open in a new window or tab in your browser.

<figure><img src="/files/0xp6XJj2aOJdwTB4vOEY" alt="" width="471"><figcaption></figcaption></figure>

### **How to delete an attachment**

1. Open the [Transactions](https://my.lunchmoney.app/transactions/) page
2. Click the arrow to the far right of the transaction’s row to open the '*Transaction Details*' panel on the right side of the screen
3. Scroll down until you see '*Attachments'*
4. Locate the attachment that you wish to delete and click on the three dots icon
5. In the menu, click on "Delete"
6. In the confirmation dialog, click on "Yes, delete"

The file will be permanently deleted and removed from the attachments list.

<figure><img src="/files/Hmk4ttBiaevHYQg7jijR" alt="" width="464"><figcaption></figcaption></figure>

### **How to rename an attachment**

1. Open the [Transactions](https://my.lunchmoney.app/transactions/) page
2. Click the arrow to the far right of the transaction’s row to open the '*Transaction Details*' panel on the right side of the screen
3. Scroll down until you see '*Attachments*'
4. Locate the attachment that you wish to rename and click on the three dots icon
5. In the menu, click on "Edit name"
6. Make the changes in the 'File name' text box, and click "Save".

The name change will be saved and immediately reflected in the attachments list.

<figure><img src="/files/drYl55Y7Wf1n4QCsecB0" alt="" width="468"><figcaption></figcaption></figure>

### **How to download an attachment**

5. Open the [Transactions](https://my.lunchmoney.app/transactions/) page
6. Click the arrow to the far right of the transaction’s row to open the "Transaction Details" panel on the right side of the screen
7. Scroll down until you see '*Attachments*'
8. Locate the attachment that you wish to download and click on the three dots icon
9. In the menu, click on "Download"

The file will download to your computer, to the folder designated by the browser. It will typically be saved to the "Downloads" folder on your computer.

<figure><img src="/files/dGLcehBbL1jup8eusQdq" alt="" width="470"><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.lunchmoney.app/finances/transactions/transaction-enhancements.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.