Tags

Categories say what kind of money a transaction is: Food, Housing, Salary. Tags say anything else you want to follow, across categories: a trip, a person, a project, a renovation. A dinner and a hotel on the same holiday have different categories and the same tag.

#Creating tags

Open Tags and choose Create tag. A tag only has a name, which must be unique within the team. Tags are free and unlimited on every plan.

#Tagging transactions

Add tags to an income, an expense or a transfer with the Tags option while recording it, or later with Edit. A transaction can carry as many tags as you like. Tags added to a transfer apply to both of its sides and to its fees.

On the Transactions page, the Tags filter under More filters lists the transactions that carry a tag.

#Deactivating a tag

When a tag has served its purpose, choose Deactivate from its menu instead of leaving it in every picker. A deactivated tag:

• is no longer offered when recording or editing a transaction;
• stays on every transaction that already carries it;
• can still be used to filter the Transactions page.

Choose Activate to offer it again.

#Tags in the monthly report

The Monthly page breaks each currency down By category and By tag. A transaction counts under each of its tags, so the tag rows can add up to more than the month's totals. Untagged transactions are grouped on a row of their own.

#Budgets on a tag

With Pro, a tag can carry a monthly budget in each currency, set straight from the tag's form. See Budgets.