> ## Documentation Index
> Fetch the complete documentation index at: https://docs.budgetbandit.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tags

> Create custom tags and apply several to a single transaction to track things that cut across categories.

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.

## 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.

## 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](/transactions/bulk-actions)
  → **Tags**, then **Add** or **Remove**.
* **Automatically:** a [rule](/rules/create-a-rule) can add tags to transactions
  that match its conditions.

## Filter by tag

The Transactions [filter bar](/transactions/flags-search-filter) 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.

## 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.

## 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.

## 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](/transactions/flags-search-filter).

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Flags, search, and filters" icon="flag" href="/transactions/flags-search-filter">
    Flag, find, and filter — including by tag.
  </Card>

  <Card title="Bulk actions" icon="layer-group" href="/transactions/bulk-actions">
    Add or remove tags across many transactions.
  </Card>

  <Card title="Create a rule" icon="wand-magic-sparkles" href="/rules/create-a-rule">
    Add tags automatically by condition.
  </Card>

  <Card title="Categorize" icon="tag" href="/transactions/categorize">
    The one-category-per-transaction side of the story.
  </Card>
</CardGroup>
