For the complete documentation index, see llms.txt. This page is also available as Markdown.

FAQ

Frequently Asked Questions


What’s the difference between categories and tags?

Both tags and categories are used to organize your transactions, yet they serve different purposes. Check out the comparison table below, outlining the main differences:

Tags
Categories

Transactions can be assigned more than one

✅

❌

Can be set as rule condition

❌

✅

Can be set as rule action

✅

✅

Stats and Trends reports

❌

✅

Query Tool reports

✅

✅

Can be color-coded

✅

❌

Can be budgeted for

❌

✅

To learn more about categories, see here, and here.

How do I request a new feature for Tags?

We are always looking for feedback on new features, and recommend checking out the Feedback Board to vote on existing feature requests, or create new ones: https://feedback.lunchmoney.app/categories-tags

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