Skip to content

Tags

Tags are colored labels that provide flexible, cross-cutting organization for your transactions. Unlike categories, transactions can have multiple tags.

  1. Navigate to tag management in Settings
  2. Create tags with a name and color
  3. Edit or delete tags from the tags list
  4. Search and filter your tags
  • 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

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.