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Tags
A tag is a short description of a transaction, which lets you categorize your expenses in a flexible manner.
There are no fixed set of tags, you can just create any tag you want. You can attach multiple tags to the same transaction.
Example: If you went out for coffee with your friends John and Mary and you paid by your credit card, you can tag the transaction with "coffee" as well as "credit card".
Frequently Asked Questions
How can I rename a tag?
To rename a tag, please follow these steps:
  1. Click on "Tags" in the left sidebar, then find the relevant tag in the list and click on it. Alternatively, search for the tag using the search bar at the top.
  2. Click "Edit" near the top-right of the page.
  3. Enter the new name, and submit the form.
How can I easily tag transactions with similar descriptions?
A tagging rule can be used to automatically applied a tag to any transaction that match specific keywords.
Let's say you want all purchases you make at a store named "Safeway" to be tagged as grocery. You can accomplish this by creating a tagging rule with the tag grocery and keyword safeway. Any future transactions which contain the word safeway in their description will be automatically tagged as grocery.
How can I update or delete a tagging rule?
To edit or update a tagging rule, please follow these steps:
  1. Find a transaction to which it has been applied.
  2. Click on the tag that was applied by the rule.
  3. A small menu will open up which will let you edit or delete the rule.
Can I create tags to be sub-tags of other tags?
Yes, you can organize tags so that they are sub-tags of other tags. Organizing tags as sub-tags lets you easily navigate through them when looking at your reports and budgets. You can start by looking at broad top-level tags, and then drill down into narrower sub-tags.
E.g., lunch might be a sub-tag contained within food.
To assign a single tag as a sub-tag of another tag, follow these steps:
  • Click on "Tags" in the left sidebar.
  • Find and click on the relevant tag of interest.
  • Click "Edit" and specify the appropriate "Parent Tag".
To assign multiple tags as sub-tags of the same tag, follow these steps:
  • Click on "Tags" in the left sidebar, then click "Edit".
  • Select the tags you wish to change to sub-tags.
  • Click "Move", and follow the instructions.
Can I split a single transaction across multiple tags?
Yes, you can split a transaction across one or more tags. This is typically useful when you make a large purchase that combines several different category of products. For example, a $50 purchase in a grocery store might include $25 worth of Grocery and $25 worth of Food.
To split a transaction across multiple tags, please follow these steps:
  • Locate the transaction in the list of transactions.
  • Click on the transaction to expand it. Avoid clicking on the date, description, account or tags. You can also click on the arrow at the right end of the transaction.
  • Click "Split" and follow the instructions.
How can I easily find transactions that do not have any tags?
To find untagged transactions, please follow these steps:
  • Visit your Dashboard.
  • Locate the search bar just above the list of transactions. Then click the dropdown arrow next to it.
  • Click the "All Tags" dropdown, and select "No Tags".
  • You can also add other filters for accounts or a time period, if needed.