Tag transactions

A tag adds context to a transaction, such as a trip, a project or tax time, across categories. Tags never change an amount, a category or any budget figure.

Tag one transaction

On a computer, the ledger has a Tags column between Category and Notes.

1. Select Transactions in the sidebar.
2. Select the cell in the Tags column of a transaction. An empty cell shows a grey tag icon when you point at the row.
3. Select a tag to add it. Select it again to remove it.
4. To make a new tag, enter its name in Search or create a tag…. For example, enter Trip and select Create “Trip”.

Tags apply at once, and the ledger Undo button reverses them. A tag name can have up to 40 characters. A name that matches an existing tag, ignoring capitals, is that tag.

On a phone, or in the Details panel on a computer:

1. Select the transaction to open its details.
2. Under Tags, select + Add tag.
3. Choose or create a tag. Select the × on a chip to remove that tag.
4. Select anywhere outside the list to close it. The transaction's details stay open.

You cannot tag a transaction while you add it. Add it first, then tag it.

Tag many transactions

1. Select the checkbox on each transaction.
2. Select Actions next to the selection count at the bottom of the page. If the Details column is open on the right, the same controls are there.
3. In the list that reads Choose a tag…, choose a tag.
4. Select Add or Remove.

This list cannot create tags.

Rules can add tags to matching transactions. See Categorize transactions automatically with rules. The tags on a schedule copy onto each transaction it posts. See Set up a recurring bill or income.

Find tagged transactions

• Filters: select Filters, then Tags, choose the tags and select Apply. A transaction matches when it has any chosen tag, or when one of its split lines does. The list shows tags that are not archived. See Search and filter transactions.
• Search: enter tag:Trip or #Trip in Search anything…. The rest of the text is the tag name, so spaces are fine. Part of a name matches, and capitals do not matter. Plain search text does not look at tags.

Use tags in reports and exports

• Spending report: open Reports, then Spending. Select Filters, then the Tags tab, choose tags and select Apply. The tab shows only when you have a tag. The report then counts only transactions with a chosen tag. A tag on a split transaction covers all its lines. A tag on one line covers that line's amount. See Find where your money went.
• Export: the CSV file has a Tags column with the tag names in A to Z order, separated by "; ". See Export transactions to a spreadsheet.