Custom Transaction Tags

Create your own tags, apply them to transactions in bulk, and merge or rename tags as your system evolves.

Tags give you a flexible way to organize transactions beyond the built-in category system. Use them for projects, trips, tax tracking, or anything else that matters to you.

What's Included

  • User-created tags — Create any tag you need with a custom name and optional color for quick visual identification
  • Bulk tagging — Select multiple transactions and apply or remove tags in a single action
  • Tag merge — Combine duplicate or similar tags into one without losing any transaction associations
  • Tag rename — Rename a tag across all associated transactions instantly
  • Filter by tag — View transactions filtered by one or more tags to see spending for a specific project or purpose

Tags work alongside categories, giving you two dimensions to slice your financial data.