Use Tags

Organize transactions with custom tags for flexible categorization.

Tags let you add custom labels to transactions beyond the standard categories. Use them to track projects, clients, tax categories, or anything else.

#What tags are for

Tags are flexible labels you define:

  • Projects: Tag expenses by project for cost tracking
  • Clients: Tag transactions related to specific clients
  • Tax categories: Tag deductible expenses
  • Departments: Track spending by department or team

Unlike categories (which are predefined), tags are completely customizable.

#Add tags to transactions

  1. Go to Transactions
  2. Click on a transaction
  3. Click Add tag or the tag icon
  4. Select existing tag or create new one
  5. Save

A transaction can have multiple tags.

#Create tags

Tags are created as you use them:

  1. Click Add tag on any transaction
  2. Type a new tag name
  3. Press Enter to create it

Or manage all tags from settings.

#Filter by tags

Find transactions with specific tags:

  1. Open the filter panel
  2. Select Tags
  3. Choose one or more tags
  4. View filtered results

#Tag reports

Use tags to generate custom reports:

  • Export transactions filtered by tag
  • See spending by tag
  • Track project profitability

#Tips

  • Use consistent naming: "Client: Acme" not "Acme client"
  • Keep tags focused—too many becomes unwieldy
  • Review and clean up unused tags periodically
  • Tags are great for things categories don't cover