Tags

A transaction has one category and any number of tags. Categories decide the breakdowns in Cashflow; tags don't. For a trip, keep meals in Restaurants and flights in Travel, then tag both Japan to see what the trip cost without changing those totals.

Common uses:

• Reimbursable: what someone owes you. Remove the tag once you're paid back.
• Projects, such as a kitchen renovation.
• Business expenses to review at tax time.
• By person, to see who spent what on shared cards.

Creating and applying tags

Create tags in Settings → Tags or while tagging a transaction. Each has a name, unique in the household, and a color.

Add tags from a transaction's details, select several transactions to tag them at once, or have a rule apply them. Filter the Transactions tab by tag to see the combined total.

Deleting a tag

Deleting removes the tag from every transaction and from rule actions. A rule left with no actions is deleted.