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On this page
  • Creating Tags
  • Managing Tags
  • Assigning Tags
  • Analyzing Tags
  • FAQ

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  1. Setup

Tags

Last updated 7 months ago

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Tags are a great way to further organize transactions beyond categories. Tags are more flexible than categories as they tend to be more specific and associated with less transactions than a category would. Unlike categories, a transaction can be associated with multiple tags! Tags can also be color-coded to help with organization and easier visualization on the Transactions page.

The Tags page is where you can manage all of your tags, from creating new ones, editing existing ones, deleting, or archiving.

Some uses of tags may include tracking transactions associated with a specific event (eg. birthday party, wedding, etc.), a trip (eg. Brazil 2023, Italy 2024, etc.) or a particular project (eg. kitchen renovation, bedroom makeover).

Creating Tags

Managing Tags

Assigning Tags

Analyzing Tags

FAQ

How to manually tag transactions
How to auto-tag transactions with Rules
How to remove tags from transactions
What's the difference between tags and categories?
How do I request a new feature for Tags?
How to edit a tag's name and description
How to set a tag's color scheme
How to archive a tag
How to unarchive a tag
How to show/hide archived tags
How to delete a tag
How to create tags via the Tags page
How to create tags via the Transactions page
How to create tags via the Rules page
How to filter by tags
How to show / hide tags in the Transactions table view
How to generate a tag-based report