Skip to main content

Tags

Available onAndroidiOSMacWeb

Tags are free labels you add to transactions. A category says where money comes from in your budget; a tag can follow a trip, a project or an event across many categories. A "Summer holiday" tag, for example, can sit on flights, hotels, meals out and petrol.

Ideas for tags​

  • Trips and events: "Summer holiday", "Wedding", "Family BBQ".
  • Projects: "Home renovation" to see what the whole project cost.
  • Taxes: "Tax deductible", "Business expense", "Charity" to gather everything at tax time.
  • Income streams: "Salary", "Freelance", "Rental income".
  • Subscriptions: "Subscriptions" on every Netflix, Spotify or gym payment.
  • People: "Kids" or "Pets" to see what they cost you across categories.

You can combine them. Groceries for a family barbecue could be tagged "Family event" and "BBQ", so they show up both with your family events and with your barbecue spending.

Tag a transaction​

  1. Create a transaction or open one to edit it.
  2. Tap Tags.
  3. Pick existing tags, or type a name and tap Create '…' tag to add a new one.
  4. Save the transaction.

A transaction can have up to 5 tags. The Smart suggestions button next to Tags suggests tags based on your past transactions. See Smart helpers on the transaction form. In a split expense, each part can have its own tags.

To tag many transactions at once, use Bulk update.

Tip

To hide tags in your transaction list, tap Change display settings (the filter icon) on the Transactions screen and turn on Hide tags. Your tags stay on the transactions.

Manage your tags​

Open the side menu and tap Tags (under Budget settings). From the list you can:

  • Add a tag with New tag.
  • See Pinned tags at the top.
  • Reorder your tags, or open View archive to see archived ones.
  • Tap the Insights icon to compare your spending by tag.

Tag details​

Tap a tag to open its Tag details:

  • Transactions summary: how much was tagged This month and over All time, with the number of transactions.
  • Historical tagging: a chart of the amount tagged month by month. Turn on Show absolute values when the tag mixes income and expenses.
  • Spending insights by category: where the tag's money went (Pro); see Tag spending overview.
  • Notes about the tag, and its Recent transactions.
Tag details for the road-trip tag: This month and All time with the number of transactions, Spending insights by category, the Historical tagging chart and NotesTag details for the road-trip tag: This month and All time with the number of transactions, Spending insights by category, the Historical tagging chart and Notes

Pin the tag to keep it at the top of your lists. The ⋮ menu has Edit, Export recent transactions, Archive and Delete. A tag can only be deleted when no transactions use it; archive it instead to hide it from your lists.

For a month-by-month view of all your tags together, see Tag spending overview.

Tags and payees​

Both help you find transactions, but they do different jobs:

  • A payee is who you paid or who paid you, such as a supermarket or your employer. A transaction has at most one payee. See Payees.
  • Tags describe what the transaction was for. A transaction can have several, so one supermarket trip (payee) can be tagged "Groceries", "Family event" and "BBQ".
Free and Pro

On the Free plan you can create up to 5 tags. Pro raises this to 1,000.

Was this page helpful?