# Tags

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

* [How to create tags via the Tags page](/setup/tags/creating-tags.md#how-to-create-tags-via-the-tags-page)
* [How to create tags via the Transactions page](/setup/tags/creating-tags.md#how-to-create-tags-via-the-transactions-page)
* [How to create tags via the Rules page](/setup/tags/creating-tags.md#how-to-create-tags-via-the-rules-page)

### Managing Tags

* [How to edit a tag's name and description](/setup/tags/managing-tags.md#how-to-edit-a-tags-name-or-description)
* [How to set a tag's color scheme](/setup/tags/managing-tags.md#how-to-set-a-tags-color-scheme)
* [How to archive a tag](/setup/tags/managing-tags.md#how-to-archive-a-tag)
* [How to unarchive a tag](/setup/tags/managing-tags.md#how-to-unarchive-a-tag)
* [How to show/hide archived tags](/setup/tags/managing-tags.md#how-to-show-hide-archived-tags)
* [How to delete a tag](/setup/tags/managing-tags.md#how-to-delete-a-tag)

### Assigning Tags

* [How to manually tag transactions](/setup/tags/assigning-tags.md#how-to-manually-tag-transactions)
* [How to auto-tag transactions with Rules](/setup/tags/assigning-tags.md#how-to-auto-tag-transactions-with-rules)
* [How to remove tags from transactions](/setup/tags/assigning-tags.md#how-to-remove-tags-from-transactions)

### Analyzing Tags

* [How to filter by tags](/setup/tags/analyzing-tags.md#how-to-filter-by-tags)
* [How to show / hide tags in the Transactions table view](/setup/tags/analyzing-tags.md#how-to-show-hide-tags-in-the-transactions-table-view)
* [How to generate a tag-based report](/setup/tags/analyzing-tags.md#how-to-generate-a-tag-based-report)

### FAQ

* [What's the difference between tags and categories?](/setup/tags/faq.md#whats-the-difference-between-categories-and-tags)
* [How do I request a new feature for Tags?](/setup/tags/faq.md#how-do-i-request-a-new-feature-for-tags)


---

# 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/setup/tags.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.