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).

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Creating Tags

• How to create tags via the Tags page

• How to create tags via the Transactions page

• How to create tags via the Rules page

Managing 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

Assigning Tags

• How to manually tag transactions

• How to auto-tag transactions with Rules

• How to remove tags from transactions

Analyzing Tags

• How to filter by tags

• How to show / hide tags in the Transactions table view

• How to generate a tag-based report

FAQ

• What's the difference between tags and categories?

• How do I request a new feature for Tags?