Creating Tags
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.
Tags created from the Transactions or Rules page will only be created by name. The tags will not have a description or a color assigned. If you wish to add a description or set a color scheme, you can update the tags via the Tags page afterwards.
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How to create tags via the Tags page
On the Tags page, you can easily add new detailed tags by clicking on the orange button located above the table:
Open the Tags 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
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, click here.
How to create tags via the Transactions page
In the transactions table
From the Transactions 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:
In the ‘Transaction Details’ panel
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:
With a CSV import
Tags can also be created when uploading a CSV file 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.
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.
How to create tags via the Rules page
On the Rules 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:
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