Organize Your Transactions With #Tags

What are “tags” and how can I use them?

Tags are a way to keep track of spending that occurs in more than one Envelope. You can use this feature to keep track of pretty much anything, from spending on events or personal projects to tax deductions.

For example, I’ve always wondered how much I spend on tailgate parties. When I go tailgating I buy food from my Groceries Envelope, gas from my Transportation Envelope, and tickets from my Fun Money Envelope. Because the expenses are recorded to different Envelopes it’s hard to know how much I really spend. With tags I can add a “tailgate” tag to each of these expenses and see how much I spend on tailgating no matter how many Envelopes the expenses are recorded to.

How do I add a #Tag to an Expense?

To add a tag simply type “#” and then the name of your tag into the notes field of the expense. Here, I’m buying food for my next tailgate party. I record the expense to my Groceries Envelope as usual, but now I add “#tailgating” into the notes field. You can add as many tags as you like to a single transaction.

Using #Tags with Reports

At the end of the month I want to know how much I spent on tailgating parties. So I head to the Spending by Envelope report, select “tailgating” under the Tagged filter, and click “Recalculate.” This shows me a breakdown of all the expenses I’ve recorded with the tag “tailgating.”

Filter your Transaction History by #Tag

You can also filter your transaction history by tags. Just click the “advanced” link to select the tag you want filter by in the “Tag” menu and click “Search.”

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