Categories and tags help your team organise transactions for reporting and reconciliation.
| Type | What it does | Plan |
|---|---|---|
| Categories | Map to your chart of accounts — required for Xero sync | All plans |
| Tags | Custom labels for extra tracking (e.g. Department, Project) | Premium |
Note: If you’re using Xero, categories are managed through the Xero settings instead. See Editing categories & tags with Xero.
How to create categories
- Click Settings in the sidebar, then select Categories.
- Click + Add more to add a new row.
- Enter the category name.
- If connected to Xero, select the matching Xero account from the dropdown.
- Repeat for each category.
- Click Save categories.
Tip: Transactions without a category can’t be synced to Xero. Set up your categories before your team starts spending.
How to create tags
- Click Settings in the sidebar, then select Tags.
- Enter a group name for each tag group (e.g. “Department”, “Project”, “Location”).
- Type each tag name and press Enter to create it.
- Optionally, tick Allow user to select multiple tags per group.
- Click Save.
Tip: Set default tags on budgets so all transactions in that budget are tagged automatically.
Common questions
Can I edit categories and tags after creating them?
Yes. Rename, add, or remove items at any time. Changes apply to future transactions — existing transactions keep their current values.
How many tag groups can I create?
Up to 3 tag groups, each with unlimited tags.
Can regular users create categories or tags?
No. Only admins can create and manage categories and tags in Settings. Users select from the available options when editing a transaction.