Managing Tags
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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 page.
You can change a tag’s name or description at any time via the Tags page:
In the table, locate the tag that you wish to edit and click on it
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
You can assign a color scheme for any tag from the Tags page:
In the table, locate the tag that you wish to edit and then click the gray square under the 'Color' column to the right
In the "Choose color scheme" tooltip menu, pick a color by clicking on it
To close the menu, click away anywhere on the screen
If you are no longer planning to use a tag (eg. 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.
In the table, locate the tag that you wish to edit and click on it
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
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:
In the table, locate the tag that you wish to edit and click on it
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
By default, archived tags may be hidden from view on the Tags page. If you’d like to display the archived tags in the table, you can enable the “Show archived tags” option. This toggle option is located on the right side of the page above the table:
You can delete a tag via the 'Edit Tag' panel on the Tags page:
In the table, locate the tag that you wish to edit and click on it
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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