Tag
Tags are free-form labels for questions that cut across categories: a vacation, a renovation, a tax year. A transaction has one category but can carry many tags.
Key takeaways
- Tags label transactions across category lines; one transaction can carry several.
- Use tags for projects, events, and anything you will want to total later.
- Tags complement categories; they do not replace them.
Some questions refuse to fit the category system. "What did the kitchen renovation actually cost?" touches Contractors, Hardware, Dining out (six weeks without a stove), and Utilities. No category arrangement answers it, and rearranging categories to try would wreck their everyday meaning. That is the job of tags.
How tags behave
A tag is a free-form label, and a transaction can carry any number of them. The flight is categorized Travel and tagged italy-2026; the museum tickets are Entertainment, also italy-2026. When the trip is over, the tag's total is the trip's true cost, across every category it touched.
Good tag habits
- Tag for questions you will actually ask.
kitchen-reno,tax-2026,new-baby. A tag nobody ever totals is clutter. - Keep spellings consistent.
italy-2026andItaly2026are two different totals. - Let tags retire. Unlike categories, tags are naturally temporary. When the renovation ends, its tag's work is done.
Where you’ll see it
Any transaction can be tagged when recorded or later in bulk, and reports can filter and total by tag. If a question spans categories, reach for a tag before touching the category tree.