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Tag-Based Spending Analytics

Slice your spending and income by tag — see #vacation totals, #shared expenses, #reimbursable rolling — with an "Untagged" bucket for completeness.

Why tags answer questions categories can't

Tags answer questions categories can't: "How much did the Italy trip cost?" "What's pending on shared rent?" "What's reimbursable?" The Tags tab in Analytics is built for those.

Each tag shows separate income and expense totals — useful when a tag spans both (a #vacation tag might include refunds). The "Untagged" bucket is a deliberate gap-finder.

What you get

Per-tag income, expense, and net totals — at a glance

"Untagged" bucket finds bookkeeping gaps for you

Drill from any tag row into its underlying transactions

Same date filter as the rest of analytics — Today through All Time, plus custom

Independent from category analytics — both views available, no conflict

How it works

Analytics → Tags tab. Filter by date range. Each tag becomes a row with income, expense, and net. Tap any tag to drill into its transactions.

Frequently Asked Questions

How is this different from category analytics?
Categories answer "what kind of expense"; tags answer "for what purpose". Use both — categories give a structured view, tags give project / person / context views.
What's in the "Untagged" bucket?
Every transaction without any tags. The bucket is a deliberate gap-finder so you can spot which transactions need tagging.
Can I see income totals per tag?
Yes. Each tag row shows separate income, expense, and net totals — useful when a tag spans both (refunds tagged #vacation, for example).
Can I drill into a tag's transactions?
Tap any tag row to see every transaction in it for the current period.

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