Tags

Tags are custom labels you add to transactions to organize them your way: vacation, deductible, reimbursable, project X… Unlike categories, which classify the type of expense, tags add any extra context — and a transaction can have several at once.

An example: a lunch during a work trip stays in the Restaurants category, with the tags cartagena-trip and reimbursable. Later you filter by the tag and see exactly how much you're owed.

You manage them under Profile → Management → Tags.

Create a tag

Go to Profile → Management → Tags and tap “Create tag”

Type the name

Up to 30 characters. For example: vacation, deductible.

Pick a color (optional)

There are 16 colors to tell your tags apart at a glance. You can also leave it colorless.

Save

How many can I create?

The number of tags depends on your plan — the counter (e.g. 3/10) shows at the top right of the Tags screen. If you hit the limit, the app offers an upgrade.

Tag a transaction

Open the transaction and enter edit mode

Scroll to the “Tags” section and tap “Add tags”

Select one or more from the picker

You can search by name, and if the tag doesn't exist yet, create it right there with the + button.

Confirm the selection

Tags show as colored chips on the transaction. To remove one, tap its ✕.

Use them to filter and analyze

• Filter your transactions by tag to see exactly what you need (everything from the trip, everything deductible this year…).
• From the Tags screen, tap any tag to see all its transactions and the count.

Tags and budgets

A transaction with several tags counts its full amount in each one — keep that in mind when reading analysis grouped by tag.

Delete without fear

Deleting a tag unlinks it from all transactions — the transactions themselves are untouched. You can also rename it or change its color anytime: it updates everywhere.