# Analyzing Tags

Once you’ve started using tags, you can start analyzing your data by filtering your spending according to tags, or generating tag-based reports and graphs. Filtering transactions by tags can be done from the [Tags](https://my.lunchmoney.app/tags) or [Transactions](https://my.lunchmoney.app/transactions/) page, while the reports are generated using the Query Tool on the [Analyze](https://my.lunchmoney.app/analyze) page.

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#### Jump to:

* [**How to filter by tags**](#how-to-filter-by-tags)
  * [How to quickly view all transactions associated with a tag](#how-to-quickly-view-all-transactions-associated-with-a-tag)
  * [How to quick filter transactions for individual tags](#how-to-quick-filter-transactions-for-individual-tags)
  * [Advanced filtering for one or more tags](#advanced-filtering-for-one-or-more-tags)
* [**How to show / hide tags in the Transactions table view**](#how-to-show-hide-tags-in-the-transactions-table-view)
* [**How to generate a tag-based report**](#how-to-generate-a-tag-based-report)

***

## How to filter by tags

### How to quickly view all transactions associated with a tag

On the [Tags](https://my.lunchmoney.app/tags) page, you can easily access a filtered list of all transactions associated with a specific tag by clicking the magnifying glass icon (<img src="https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfZfyeGDF3a3HnvPxFu8sh0qucZBqeZA8syirY16iXYWD-m0tDh5V7s2hRAtmK59y3bdFEvUQMOS03XHJRTLKS36HH8xXjwb9215jidCPCed-bX4BDqWI38BZdm1ZErblRtr0VjkebBkoCd3Wy9EI-GEXlX%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&#x26;width=40&#x26;dpr=4&#x26;quality=100&#x26;sign=b8aa3c70&#x26;sv=1" alt="" data-size="line">):

1. Open the [Tags](https://my.lunchmoney.app/tags) page
2. In the table, locate the tag that you are interested in and click on the magnifying glass icon located on the second last column to the right
3. A pop-up dialog displaying all associated transaction will appear on the screen

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcwq5PcilCKA-k_xZ-UIqBfvOUsl_Xvlvtqf19zE3TxiMATwzPgT3lo7FqH0eCxKwsgCYrH64p7BG9AFQi43lF3JQOpVJh1dKLcacsJmxjUKMEmqyyhrCvtzdqJq1kne0wjGs-6OgtkXfP3_E5LdwXunVUy?key=y8qoCvdOxd3ltTV1bl6vYA" alt="" width="563"><figcaption></figcaption></figure>

Alternatively, if you'd like a filtered view for a specific time period or to filter by more criteria (eg. combination of tags and categories), you can do so via the filter options on the Transactions page:

### How to quick filter transactions for individual tags

If you have transactions with tags in the active table view, you can quickly filter for an individual tag by clicking on the tag name in the table cell. Any transactions that are not associated with that tag will be hidden from view:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeofnhJD35eSjpGrIXOAuT05LAAswc7qpHHTFDWgqq1sX6pMc5e3e7WmqSHrHTJ_A_GPSk8worDco2ubMsp1-5B-52cVjaq5OCdRXcchavVwYKgHMSzK5pmfmWaIHtl4ZIg6B_k7oI_NVpUggutCclxlcc?key=y8qoCvdOxd3ltTV1bl6vYA" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Keep in mind that this quick filter method will filter for the specific tag within the active viewing period only. If you are currently viewing the month of August, then you will only see the tagged transactions for that period.
{% endhint %}

### Advanced filtering for one or more tags

For more advanced filtering options, such as filtering by multiple tags, filtering by tag and category, or filtering for a custom date range, you can click on 'Filters' to access the Advanced Filter option:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcnb93tSW174A4LlWl7HGYtaUb4BkjXvy1LrSX63OH_X3Rwz3sHHxNK5ihpidjQltP_Yj2195QxWg9AwIRZZqFCjRNR-QBgYls794JK0U7m5-Kfqr5ThW8itmVyJpN1ODh03w-tWtkSjgkBcG3_70zNXCwP?key=y8qoCvdOxd3ltTV1bl6vYA" alt="" width="563"><figcaption></figcaption></figure>

For example, if you have a <mark style="background-color:orange;">tag for a specific trip</mark> and wish to filter to see <mark style="background-color:orange;">all-time</mark> spending in food categories (eg. <mark style="background-color:orange;">restaurants and supermarkets</mark>), your filter criteria may look like this:&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdhZ1wSlMK_9nXEumE7c6lkWr8qX0zwGncQAYK4vTVKSGZJ8RAvOCp5SD9A7lMJXGRHABR1Tj0OAqyQQej6VW0aBN0UY2pu1AE75mJJWN3BeciUzOoDFnOlOdeA7C65xO39ii28pxrXQFiAdzvDmxKBzgur?key=y8qoCvdOxd3ltTV1bl6vYA" alt=""><figcaption></figcaption></figure>

For complete instructions on using the Advanced Filter, [click here](/finances/transactions/other-features.md#advanced-filter).

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

On the [Transactions](https://my.lunchmoney.app/transactions) page, you can choose whether to show or hide the 'Tags' column from the table view. For transactions with multiple tags, you can also choose whether to display just the first tag, or all of them.

To access these options, click the 'Options' icon (<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeOR9jikLnZmze56nMBJRSukWiEQDV25Y-NSYaJ4MEQw4EloOXkzQgvTZrWysrB7LnvjxdflCnnNyFTc_lAXEOtbZjkLjma6WgGcBV4moIdQPgj24wd-h6GkgxFQ9euvy3sgb2QwPvhjQEm1GrCjs0Gh70?key=y8qoCvdOxd3ltTV1bl6vYA" alt="" data-size="line">) located above the table to the right:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfX6uWc2wNTZxtPTP6aMW-7FlJVlEut7QKpjwpwH10xrsJEYoit44t01_rQs_Nau_n6atKGz26jLBDeJoZh4d7t4MA-zuzPLg9dOuhqsxopE-8_SyZI9eyfHkjB-fKaPOtiNg-debsL1c8wd2kHL1befnXY?key=y8qoCvdOxd3ltTV1bl6vYA" alt="" width="563"><figcaption></figcaption></figure>

## How to generate a tag-based report

To better visualize your spending habits and statistics, you can generate tag-based reports, charts, and graphs using the Query Tool on the[ Analyze](https://my.lunchmoney.app/analyze) page.

On the top-right above the table, you will find the display options and can change the view by clicking on any of these options at any time:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcK0EdH8FKHZL-gQfutlHTXHhQV-rAiiSWvfkivKqfpO8Q1FVx-HkamHDMg9oM8ALHaEtmPz4Psfg6o0PLB0idrmG7RNUAfDerwrjM2BbfAGZcrWGCDvwNVUaSipiWOx1_jZWGPVboZcZ7aP_bryb8dISbs?key=y8qoCvdOxd3ltTV1bl6vYA" alt="" width="375"><figcaption></figcaption></figure>

#### Set the breakdown option

To display the tag data in the Query Tool, there are four breakdown options to choose from:&#x20;

1. Breakdown by <mark style="background-color:orange;">tag</mark> will create a report that displays spending per tag.
2. Breakdown by <mark style="background-color:orange;">tag/category</mark> will create a two-level report that displays spending per tag, with further breakdown for the categories assigned to transactions using the tag.
3. Breakdown by <mark style="background-color:orange;">category/tag</mark> will create a two-level report that displays spending per category, with further breakdown for any tags assigned to transactions in the category.
4. Breakdown by <mark style="background-color:orange;">account/tag</mark> will create a two-level report that displays spending per account, with further breakdown for any tags assigned to transactions in the account.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcWxl_EogFwXLAVN-_XjvU7RQLEJtIna63x-bksTtHNPEjuRsn4rDCYkpPq44n3A4rTPBqc2w5Ocf6-x4OHnO32Q6oBmI3z-_hl_u6nJl_4jPhqoU7nLsYuSpMRH8ZpPdYuUl-PWVMA-ZgLaSSmk3TWnNI?key=y8qoCvdOxd3ltTV1bl6vYA" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="warning" %}
The two-level breakdown will only reflect in the tabular report view. For the pie chart, bar graph, line chart, and stacker bar chart, only the first level will display. For example, if you have the breakdown set to “tag/category”, only the “tag” breakdown will be displayed in the charts and graphs.
{% endhint %}

#### Filter specific tags

You can also filter to include or exclude certain tags from the report and charts, by clicking the filter icon (<img src="/files/8FQNIHWjmkxic8fpMpq9" alt="" data-size="line">):

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXerGHGQ49Pg57_DRMrUr5oW4PTp6wZYyLvN4p9AJrF35aOFv4Al-ct3FUrsHGh7UkUC8mpl42U4Kh2FnLeBP7Lg_DHG40OPlJYkJgKvecz6xd0WWtEJ48n1uYahfHtijiKmaqXVz6h1pG0_qPwGmqThWXZC?key=y8qoCvdOxd3ltTV1bl6vYA" alt="" width="563"><figcaption></figcaption></figure>

To learn about other Query Tool features and settings, [click here](/finances/analyze.md).


---

# 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/analyzing-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.
