For instance I have tags for me, my kids, and my parents. I use them with categories such as “medical” and “awaiting reimbursement” to allow me to use broad buckets but still track the usage. So I pay for a subscription for my parents, I record transaction under awaiting reimbursement and use a tag to indicate my parents owe me money for it. You gonna accomplish pretty close to the same thing with the notes, but I found the tags to be easier to utilize because they take up less real estate in the ledger and you have a quick visual based on the color. Another thing I’ve done with tags is for recurring Transactions I will create a tag that says recurring auto, and when it loads into the register, I’ll know that was something that was done based on a planned expense versus an imported expense.
Can you provide some examples of what you’d use a tag for? 🙏