If you would like to create a separate organization system for your income and expenses in addition to categories (e.g. #tax for all tax-relevant transactions), you can manually assign individual tags to your transactions.
Tags must be assigned to transactions manually. If you prefer automatic assignment, please use the app’s category system with your own rules.
Categories and tags cannot be merged.
Tagging a Single Transaction
Depending on your preferred workflow, you can add existing or new tags to transactions in several ways, as well as edit or remove assigned tags.
iOS version
Swipe right: Swipe the transaction to the right and tap 'Tag'. Select an existing tag or create a new one.
Via transaction details: Open the transaction details and tap 'Tags', or tap the folder icon in the tab bar.
Via the context menu: Tap and hold the transaction in the list, select 'Details', then 'Tag'.
If you use many tags, you can search for specific tags using the search field and select them individually. After selecting a tag via search, tap the 'x' in the search field to start a new search. Once all tags are selected, tap the blue button / checkmark / Done in the top right to save your changes.
Android version
Swipe right: Swipe the transaction to the right and tap 'Tag'. Select an existing tag or create a new one.
Via transaction details: Open the transaction details and tap the tag icon in the top right corner.
macOS version
Via transaction details: Open the transaction and click 'Tags' in the details, or use the tag icon in the bottom toolbar.
Via the context menu: Right-click the transaction to open the context menu and select 'Tag'.
Tagging Multiple Transactions at Once
iOS version
Tap the edit (pencil) icon in the top right of the transaction list.
Select the transactions you want to tag.
Tap the folder icon in the tab bar and select Tag.
Choose an existing tag from the list or create a new one.
Tap the blue checkmark / Done in the top right to save your changes.
Android version
Tap the three dots in the top right of the transaction list and select 'Edit'.
Select the transactions you want to tag.
Tap the three dots again in the top right and select 'Tag'.
Choose an existing tag or enter a new one.
Tap 'Done' to save your changes.
macOS version
Select a transaction in the list and hold the 'cmd' key.
Select the additional transactions you want to tag.
Click the tag icon at the bottom of the transaction list or right-click and choose Tag from the context menu.
Select an existing tag from the list or enter a new one.
Click 'Done' to save your changes.
Managing Tags
You can find tag management in the 'Settings' under 'Tags'.
Here you can view all tags, create new ones, rename, delete, or merge existing tags.
Creating a New Tag
iOS version: Tap Add at the bottom, enter a tag name, then tap Add.
Android version: Tap the + icon in the top right, enter a tag name, then tap Save.
macOS version: Click the + icon in the bottom left, enter a tag name, then click Save.
Renaming a Tag
iOS version: Swipe left on the tag, tap Rename, and enter a new name.
Android version: Swipe left on the tag, tap Rename, and enter a new name.
macOS version: Double-click the tag and enter a new name.
Merging Tags
iOS version: Tap the 'Edit' (pencil) icon in the top right and select the tags you want to merge. Tap 'Merge' at the bottom and choose the tag that should remain.
Android version: Tap the three dots in the top right and select 'Edit'. Select the tags, tap the three dots again, then choose Merge. Select the tag that should remain.
macOS version: Select the tags while holding the 'cmd' key. Click the Merge icon at the bottom and choose the tag that should remain.
Deleting Tags
iOS version: Swipe left on a tag to delete a single tag. To delete multiple tags, tap the edit (pencil) icon, select the tags, and tap Delete.
Android version: Swipe left on a tag to delete a single tag. To delete multiple tags, tap the three dots in the top right, select Edit, choose the tags, and tap the trash icon.
macOS version: Select one or more tags while holding the Cmd key, then click the minus (–) icon at the bottom to delete them.