After making a purchase, you can add a category, tags, and notes to the transaction for tracking and reconciliation.
| Field | What it does | Who sets it up |
|---|---|---|
| Category | Maps to your chart of accounts — required for Xero sync | Admin creates categories |
| Tags | Custom labels for extra tracking (e.g. Department, Project) — Premium only | Admin creates tag groups |
| Notes | Free-text field for context (e.g. “staff meeting”, job number) | Anyone |
How to assign on mobile
- Open the Budgetly app and tap Transactions.
- Select the transaction.
- Tap Add category and choose from the dropdown.
- Select tags from each tag group (if available).
- Add any notes in the notes field.
How to assign on desktop
- Click Transactions in the sidebar.
- Select the transaction.
- Choose a Category from the dropdown.
- Select Tags from each available group.
- Enter any Notes.
- Click Save transaction.
Tip: If a category or tag is already selected, your budget may have defaults set. Check with your admin before changing them.
Common questions
Can I select more than one tag per group?
Only if your admin has enabled multi-select for that tag group. Otherwise, you can pick one tag per group.
Are categories and tags required?
Categories are required for Xero sync. Tags and notes are optional but help with reporting and reconciliation.
I'm an admin — where do I create categories and tags?
Go to Settings > Categories or Settings > Tags. See How to create categories and tags.