Tags
Tags are colored labels that provide flexible, cross-cutting organization for your transactions. Unlike categories, transactions can have multiple tags.
Managing Tags
Section titled “Managing Tags”- Navigate to tag management in Settings
- Create tags with a name and color
- Edit or delete tags from the tags list
- Search and filter your tags
Using Tags On Transactions
Section titled “Using Tags On Transactions”- Add tags when creating or editing a transaction
- Use bulk actions to add or remove tags from multiple selected transactions at once
- Filter the transaction list by tags using the filter bar
Tags In Insights
Section titled “Tags In Insights”The Spending Insights view has a By Tag mode, allowing you to see how spending distributes across your tags. This is useful for tracking a theme that cuts across multiple categories.