A transaction has one category, but it can have as many tags as you like. Tags pull together things that cut across categories: everything for a trip, every tax receipt, or costs you share. Tags are included with Grow and up.
Add tags to a transaction
Open the transaction
On Transactions, click or tap a transaction.
Choose Add tags
In its details, choose Add tags (it reads Tags once it has some).
Pick or create tags
Tap a tag to add or remove it; it saves as you go. For a new one, type its name in New tag and choose Create. Tag names can be up to 40 characters.
Tag many transactions at once
On a computer, tick the transactions, choose Tags in the bar that appears, pick the tags, then choose Add to all or Remove from all. See change many transactions at once.
Tag automatically with a rule
Give a rule the Add tags action and every matching transaction gets those tags, past and future. Tags already on a transaction stay.
Find tagged transactions
- On Transactions, open Filters, then Tags, and pick one or more. You'll see transactions carrying any of the tags you picked.
- On Reports, choose Filters and pick tags to see cash flow, spending or income for just those transactions.
- Search (⌘K on a Mac, Ctrl K elsewhere) finds a tag by name and opens its transactions.
- When you export your transactions, tags come along in their own column.
Unused tags tidy themselves up
There's no separate list of tags to manage. A tag disappears on its own once it's no longer on any transaction, unless a rule still adds it. To get rid of a tag, remove it from its transactions and from any rule that adds it.