Using Categories & Tags
Categories and Tags organize your transactions and power your spending totals, budgets, and reports. If transactions are Uncategorized or miscategorized, your results won’t be accurate.
Categories = what you spent (or earned) money for
Examples: Groceries, Rent, Office Supplies, Consulting Income
Tags = extra details you want to track across categories
Examples: Vacation, Reimbursable, Client: ABC Co., Costco
Quick Examples
Business: A $45 lunch categorized as Business Meals and tagged Client: ABC Co. helps you track meals spending and see client-related totals.
Personal: A $120 grocery run categorized as Groceries and tagged Costco helps you track grocery spending and compare Costco trips over time.
Where to Manage Categories & Tags
In the left menu, Click Settings, then select Categories & tags. On this page, you can:
review and manage your categories and subcategories
create and manage tags
map categories to a Tax Form & Line Item (Business users)