Core Features
Available

Transaction Tags

Tag transactions for trips, projects, or family members without changing categories.

1 min read

The Problem

Categories describe what kind of spending something is. They do not always capture context like a vacation, a renovation, or which kid’s activity you paid for.


What it is

Transaction Tags are labels you attach to individual transactions. Keep the category as-is (for example Groceries) and add tags such as vacation or kid-sports. Manage tags in Settings and filter or organize transactions in the table.


Why it matters

You get a second layer of organization for projects and one-off tracking, without rebuilding your category list.