Tag System
Tags offer more flexibility than categories - a single transaction can have multiple tags.
Tags vs Categories
| Feature | Category | Tag |
|---|---|---|
| Quantity | One per transaction | Multiple allowed |
| Structure | Hierarchical | Flat |
| Purpose | Fixed classification | Flexible labeling |
Use Cases
- Reimbursement - Mark transactions that need reimbursement
- Travel - All expenses from a specific trip
- Project - Expenses related to a specific project
- Gift - Giving or receiving gifts
- Temporary Marking - Any scenario needing temporary grouping
Create a Tag
- Go to "Me" → "Data Management" → "Tag Management"
- Tap "+"
- Enter name, select color
- Save
Using Tags
When recording, tap "Add Tag" to select one or more tags.
Tag Statistics
Tap a tag to view details:
- Number of associated transactions
- Total amount
- Transaction list
Great for viewing total spending on a trip or total expenses for a project.