Managing Tags

Tags provide an extra layer of flexibility when organizing your transactions. Unlike categories, which are designed to group similar expenses or income, tags allow you to create custom labels that can be applied across different categories. This helps in tracking specific events, projects, or special types of spending.

Adding a New Tag

Tags help you group transactions that span multiple categories. To add a new tag:

1. Select the Settings option from the Navigation Bar.

2. From Settings, navigate to Categories & Tags.

3. In the Tags section, click +Tags.

4. Enter the name of your new tag, such as “Vacation” or “Home Renovation.”

5. Press Enter or Return to finish adding the tag.

Editing an Existing Tag

To update or rename a tag:

1. Select the Settings option from the Navigation Bar.

2. From Settings, navigate to Categories & Tags.

3. Double-click the tag.

4. Enter the new tag name.

5. Press Enter or Return to finish editing the tag.

Deleting a Tag

If a tag is no longer necessary:

1. In the Tags section, find the tag you want to delete.

2. Click the delete symbol (x) beside the tag.

3. Confirm the action when prompted.

How Categories and Tags Work Together

While categories help you classify transactions under broad expense or income labels, tags give you the flexibility to group transactions across categories. For instance, you might use categories for general expenses like “Groceries” or “Rent” and tags to track all purchases related to a specific event, like “Summer Vacation.” This system allows for greater precision in analyzing your finances and helps you manage projects, special occasions, or specific financial goals more effectively.