Transaction Tags for Multi-Dimensional Tracking
Layer tags on top of categories — one transaction can be both Groceries (category) and #vacation, #shared, and #reimbursable (tags).
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 corner badge on the transaction list so you can scan at a glance. Long-press a tag chip on the card to rotate which one is primary.
What you get
Tags are flat, reusable, and combine freely — no rigid hierarchy
One tag per transaction can be promoted to “primary” with a corner-star badge
Selector stays open across multi-selections; commit with a Done pill
Merge tags across the database — same mass-reassignment story as categories
Tag-based analytics: per-tag totals plus an “Untagged” bucket
How it works
Tags are flat (no hierarchy), reusable across all transactions, and merge-able like categories. The tag selector stays open across multi-selections; commit with a Done pill. Tag-based analytics shows totals by tag plus an “Untagged” bucket.
Frequently Asked Questions
How are tags different from categories?
How many tags can I add to a transaction?
What does “primary tag” mean?
Can I rename or merge tags?
Related Features
Read More on the Blog
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