Creating Tags
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Creating new tags is possible from the Tags page, or when creating and updating transactions and rules. If you have a list of tags that you wish to create in advance, it’s easier to add them all via the Tags page directly. If you wish to create tags on the go, you can do so while creating or updating transactions or rules.
On the page, you can easily add new detailed tags by clicking on the orange button located above the table:
Open the page
Click on "Add a new tag"
In the table, enter a tag name (required) and a description (optional)
Click "Add" on the far-right of the row, OR press Enter on the keyboard
You can also add new tags from the ‘Transaction Details’ panel by clicking into the ‘Transaction Tag(s)’ field and typing a new tag name:
If the tag name in the CSV file doesn’t already exist in your Lunch Money account, a new tag will be created automatically. If the tag name already exists, the transaction will be assigned the existing tag.
If you then wish to set a color scheme for the new tag, click the little gray square to the right. For step-by-step instructions, .
From the page, you can add new tags directly from the table by clicking on any empty cell under the ‘Tags’ column and typing a new tag name:
Tags can also be created when containing a ‘tags’ column. This means that you can easily upload automatically tagged transactions, whether the tag(s) already exist in Lunch Money or not.
On the page, when creating and editing rules with the “Add tags” action, you can add a new tag by clicking the ‘Set tags’ field and typing a new tag name:
