Layer tags on top of categories
Layer tags on top of categories. One transaction can be both Groceries (category) and #vacation, #shared, and #reimbursable (tags).
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- Works offline
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One transaction, two ways to file it
Three screens: pick tags on the expense form, read them back on the list, then total them up under Analytics.
Tags are the second dimension
A category says what you bought. A tag says which trip, which project, which person — chosen on the same form, from your own flat list.
The list keeps them visible
Every tagged row carries one tag chip and a count of the rest, so a long list stays scannable without opening a single transaction.
Then the totals follow
Analytics carries a Tags tab beside Categories: income and spending per tag, each with its share of the period.
- Tags sit next to Category
- Search, or add a new one
- One tag chip, plus a count
- A Tags tab beside Categories
- Every tag, ranked by spend
Tags, by the numbers
on tags per transactionLayer as many tags as you need on one expense.
primary tag per transactionPromote one tag and it stands out as a highlighted pill.
tag you use gets its own totalAnalytics lists spending per tag, plus an Untagged bucket.
Scan tags without opening a row
A tagged row shows one tag chip, plus a count when it has more.
- Category says what you bought
- The tag adds your own label
What you get
Flat, reusable tags
Tags are flat, reusable, and combine freely — no rigid hierarchy
Primary tag stands out
One tag per transaction can be promoted to “primary” and stands out as a highlighted pill
Per-tag totals
Tag-based analytics: per-tag totals plus an “Untagged” bucket
Everything included
- Selector stays open across multi-selections; commit with a Done pill
- Merge tags across the database — same mass-reassignment story as categories
The details
For when you want to know exactly how it behaves.
Why categories alone are not enough
Categories answer “what kind of expense”; tags answer “for which project, person, or purpose.” Tag a stretch of transactions #vacation-2026 and the analytics tab gives you a per-tag P&L without rebuilding the category tree.
Promote one tag per transaction to “primary” — it shows as a highlighted pill on the transaction list so you can scan at a glance. To change which tag is primary, open the tag selector and long-press a different tag card there.
Questions
How are tags different from categories?
Categories answer “what kind of expense”; tags answer “for which project, person, or purpose.” Use both together — one transaction can be Groceries (category) AND #vacation #shared (tags).
How many tags can I add to a transaction?
No limit. Layer as many as you need; one of them can be promoted to “primary” so it stands out as a highlighted pill on the transaction list.
What does “primary tag” mean?
The primary tag shows as a highlighted pill on the transaction list so you can scan a long list for #vacation or #shared without opening rows. Open the tag selector and long-press a tag card there to make it primary.
Can I rename or merge tags?
Both. Same flow as categories — rename is non-destructive; merge mass-reassigns the transactions and removes the source tag.
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