Tags

Tags are cross-cutting labels. Unlike a category — where a transaction has one — you can put many tags on a single transaction. Use them for things that span categories: a vacation, a project, a reimbursable expense, a tax write-off.

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Create a tag

Open the Tags page and type a name in the create field — for example “Vacation 2026” or “Reimbursable” — then add it. A tag name can be up to 60 characters. You can give it one of eight colors, or leave it uncolored.

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Apply tags to a transaction

• One transaction: open the transaction and use its tag picker to add or remove tags. You can create a new tag inline while you’re there.
• Many at once: select transactions and use bulk actions → Tags, then Add or Remove.
• Automatically: a rule can add tags to transactions that match its conditions.

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Filter by tag

The Transactions filter bar has a tag filter. Pick one or more tags to show transactions that carry any of them. This is how you total up a trip or a project: tag the transactions, then filter to the tag.

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Rename, recolor, or delete a tag

On the Tags page:

• Rename — click the tag name, edit it, and save. The change applies everywhere the tag is used.
• Recolor — pick a color swatch (or none).
• Delete — removes the tag from every transaction it’s on. This can’t be undone.

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Merge tags

Built up duplicates like “Vacation” and “Vacation 2026”? Select two or more tags and choose Merge to combine them into one, keeping every transaction’s labeling intact.

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Tags vs categories vs flags

• Category — the one envelope a transaction’s money comes from. Every budgeted transaction has exactly one.
• Tag — a free-form label; a transaction can have several.
• Flag — a single color marker for quick visual sorting. See Flags, search, and filters.

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If something looks wrong

• A tag total looks off → confirm every transaction you meant to include carries the tag, then filter by it.
• A tag you deleted is gone from transactions → that’s expected; deleting a tag removes it everywhere.

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