KualiaK
Kualia
Aug 18

Ability to add tags to transactions

Tags should be customizable by title and color
ReviewingReviewing

changed status toReviewing·6 days ago
last week

Can you provide some examples of what you’d use a tag for? 🙏

last week

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.