Tags

If you want to track money across multiple categories—like seeing all expenses for a specific client, project, or property—you need tags. They give you a second layer of organization beyond categories, letting you slice your data in powerful ways.

What are Tags?

Tags are custom labels you add to transactions to track them across different categories. While categories describe what the money was for, tags describe who, which, or where—like a specific client name, project code, or rental property. Think of tags as a way to group related transactions that span multiple spending types.

Why It Matters

Tags let you track money in ways categories alone cannot.

Understanding tags lets you:

See all income and expenses for a specific client or project
Track costs separately for multiple rental properties
Monitor profitability by project or business line
Create custom reports filtered by any tag
Answer questions like "How much did the Johnson project really cost?"

Without tags, you can't easily see total project costs that include both supplies, labor, and meals—they'd be scattered across different category reports.

Real-World Example

You're renovating two rental properties. You tag all transactions with either "Main Street Property" or "Oak Avenue Property." When you buy paint (Office Supplies category), pay a contractor (Contract Labor category), or cover permit fees (Business Fees category), you tag each transaction with the property name.

Later, you run a report filtered by "Main Street Property" and see you've spent $12,400 total across all categories—giving you the true renovation cost for that specific property.

Where to Find and Use Tags

Creating and Viewing Tags: From the left navigation menu, click Settings and select Categories and tags
Applying tags: When entering any transaction, use the Tag field
Filtering by tag: Open any report and use the Tag filter to show only tagged transactions