Managing Tags
Once you've already set up some tags on your account, whether you need to update tag details, archive or delete them, existing tags are managed via the Tags page.
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Updating tags
How to edit a tag’s name or description
You can change a tag’s name and/or description at any time by going to the Tags page. To edit a field, click the table cell, make the desired changes and press Enter to save:
Alternatively, you can also manage the name and description via the side panel:
Head over to the Tags page (Setup > Tags)
In the table, locate the tag that you wish to edit and click on the arrow to the far-right of the row
In the ‘Edit Tag’ panel that appears on the right, you can click on the text fields to change the tag name and tag description
Confirm your changes by clicking on "Save" at the bottom
How to set a tag's color
In Lunch Money, you have full control over how your tags look. You can choose a custom background and font colors, and see them reflected consistently across the app, from transaction reports to sidebar overviews!
You can personalize a tag's color from the Tags page:
Open the Tags page (Setup > Tags)
In the table, click the desired tag under the 'Styling' column to the right
In the pop-up, use the color pickers, or click on one of the preset color options below
Check the preview, and click on "Save changes" to save your tag's new look:
Archiving Tags
How to archive a tag
If you are no longer planning to use a tag (i.e. a specific event or trip you tracked is over), you may choose to archive it. Archiving the tag will prevent it from showing up as an option when creating or updating transactions, yet you will still be able to access the tag for filtering purposes and analytics.
Open the Tags page (Setup > Tags)
In the table, locate the tag that you wish to edit and click on the arrow to the far-right of the row
In the ‘Edit Tag’ panel that appears on the right, click on the toggle to enable the “Archived” property
Confirm your change by clicking on “Save” at the bottom
How to unarchive a tag
If you wish to unarchive a tag so that you can assign it to transactions again, you can do so by disabling that tag’s "Archived" property via the 'Edit Tag' panel:
Open the Tags page (Setup > Tags)
At the bottom of the table, click on 'Show archived tags' to expand them into view
Locate the tag that you wish to edit and click on the arrow to the far-right of the row
In the ‘Edit Tag’ panel that appears on the right, click on the toggle to disable the "Archived" property
Confirm your change by clicking on "Save" at the bottom
How to show/hide archived tags
By default, archived tags may be hidden from view. To view your archived tags, scroll down to the bottom of the Tags table and click on “Show archived tags”. To hide the archived tags again, click on "Hide archived tags":
Deleting Tags
How to delete a tag
You can delete a tag via the 'Edit Tag' panel on the Tags page:
Open the Tags page (Setup > Tags)
In the table, locate the tag that you wish to edit and click on the arrow to the far-right of the row
In the 'Edit Tag' panel that appears on the right, click on "Delete"
If the tag is associated with any rules or transactions, you will see a confirmation dialog appear. To proceed with the deletion, click on "Yes, I still want to delete this tag":
Deleting a tag is a nuclear action and cannot be reversed. The deleted tag will be removed from any associated transactions (other tags assigned to the transactions won’t be affected), and any associated rules with only a tags clause will be deleted.
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