Tags

Tags are free-form labels you can add to your transactions, in addition to the category. They provide an extra dimension for organizing, searching, and analyzing your finances.

Why use tags?

Categories classify your spending by type (Groceries, Transport…). Tags let you add cross-cutting context:

• Prepare your taxes — tag "RRSP", "Medical expenses", "Work from home" to find deductions in one click.
• Track a project — tag "Kitchen renovation" or "Summer vacation 2025" to know the total cost.
• Separate expenses — tag "Business" vs "Personal" if you use the same account.
• Track reimbursements — tag "Reimbursable" for expenses awaiting refund.

Create and apply a tag

1. Open a transaction.
2. In the "Tags" field, type a tag name.
3. If the tag already exists, select it from the list. Otherwise, it is created automatically.
4. You can add multiple tags to a single transaction.

Tags and imports

During a CSV import, you can add tags in bulk:

1. At the review step, select the relevant transactions.
2. Add one or more common tags (e.g. "March 2025 import" or "Business").
3. This makes it easy to find all transactions from the same import later.

Filter by tags

Tags become especially powerful with filters:

• In the transaction list, use the "Tags" filter to show only tagged transactions.
• Combine with other filters (date, category, account) for precise searches.
• In advanced reports (Premium), use tags to generate targeted exports for your accountant.

Tips

• Use short, consistent tag names (e.g. "RRSP" rather than "RRSP contribution 2024").
• Create a tag per tax year (e.g. "Fiscal 2024") to simplify your return.
• Tags are perfect for anything that doesn't fit into a single category.