Tags let you add custom labels to transactions for more detailed tracking and reporting. You can create up to three tag groups, each with its own set of tags.
Important: Tags are available on Premium plans and above.
Setting up tag groups
Before you can tag transactions, an admin needs to create tag groups:
- Click Settings in the sidebar, then select Tags.
- You’ll see space for up to 3 tag groups.
- For each group, enter a group name (e.g. “Department”, “Project”, “Location”).
- Add individual tags within each group (e.g. “Marketing”, “Sales”, “Operations”).
- Optionally, tick Allow user to select multiple tags if users should be able to pick more than one tag per group.
- Click Save.
[screenshot: Tags settings page showing 3 tag groups with tag names and multi-select toggle]
Tagging a transaction
- Click Transactions in the sidebar and open a transaction.
- On the Edit transaction tab, scroll to the Tags field.
- Select one or more tags from each available tag group.
- Click Save transaction.
Tip: If a budget has default tags set, those tags are automatically applied to all transactions in that budget. Users can change them if needed.