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Tags

Transactions can be easily flagged and identified in the account register by tagging them in their notes. An example would be to tag all transactions for a trip with #Vacation2025

Syntax

  • A tag is a string of any characters (except # and whitespaces) prefixed by the # symbol; it can be added anywhere within the Notes field of a transaction.
  • Tags cannot contain whitespaces (spaces, tabs, etc.). Use #camelText, #dashed-entries or #underscored_separators instead.
  • It is possible to have multiple tags for a single transaction.
  • Tags are case-sensitive, meaning that #tag and #TAG are different.
  • To use the # symbol in the Notes field without tagging, you can escape it by inputting it twice: ##do-not-tag-this.

Tagging a transaction

Tagged transaction

Filter Transactions

To view transactions with a given tag, you can:

  • Use the View Transactions button in the Tag management page, in the sidebar.
  • Click on a colored tag in the account register.
  • Use the has tags filter on the Notes field:

Tag based filter of transactions

Manage Tags

Tag management page

The Tag management page can be found in the sidebar under More. Here you can perform the following actions:

  • Change the color. Tags use a default color defined in the theme. Change the color of any tag by clicking on the tag to bring up a color picker.
  • Add New tags. Do not include the # prefix when adding tags here; it will be added automatically. If the tag already exists, this will update its color.
  • Find Existing Tags searches for tags already used within transactions and adds them to the list of managed tags.
  • Add a description by clicking in the description field.
  • View Transactions which use a given tag.
  • Use the context menu (right-click menu) to delete a tag from this page. It will not delete the tag from the transaction notes.