Tags

Tags are reusable labels you create once and apply across every kind of record. Each tag has a name and an optional color. Tags do double duty: they're your category system for transactions and your general labeling system for everything else.

Managing your tags

Open the Tags page to manage your tag library:

• Create a tag with a name and an optional color.
• Edit a tag's name and color in place.
• Delete a tag — it's removed from every record that carried it.

The table shows how many times each tag is used, so you can spot which tags actually carry weight in your workspace.

Where tags apply

You can attach tags to all of these:

• Clients, Projects, Tasks
• Invoices, Subscriptions, Transactions
• Time entries
• Documents

The same tag is visible across all of them.

Adding tags

Every form with a tag field has a typeahead picker that suggests from your existing tags. Type a new name and it's created when you save — no need to declare new tags in advance.

Setting tags on a record replaces its whole tag set in one step, so you never end up with a half-applied set.

Filtering by tag

Every list that supports tags has a tag filter. Pick one or more tags and you'll see rows that carry any of them. When you combine the tag filter with other filters (status, date, client), a row has to match the tag filter and the others to appear.

See Filters and sorting for the broader filter model.

Bulk tagging

The four entities that support Bulk edit — transactions, subscriptions, tasks, and time entries — can have tags applied or replaced in bulk. The bulk-edit wizard treats the tag field as a full replacement: whatever you enter becomes the new tag set on each selected row.

What happens when you delete

• Deleting a tag removes it from every record that carried it. The records themselves are untouched.
• Deleting a record removes its tags from that record. The tags stay in your library.
• Renaming a tag doesn't break anything — every record that used it simply shows the new name.

Tips and edge cases

• Names are case-insensitive. A tag named EU and one named eu are the same tag.
• Tags aren't scoped. They're global to your account, not separated by record type. If you want meals for transactions kept apart from meals for tasks, use distinct names.
• Colors are for scanning only. They don't affect filtering or sorting — use them to spot things at a glance.

On mobile

Tags work the same on the mobile app — pick or type tags in a form's tag field (with type-ahead from your existing tags) and filter lists by tag. Managing your tag library (create, recolor, delete) is web-only.