Transaction Tagging
M
Maria Galang
Provide additional context and organisation to transactions beyond the structured categories. Allow users to classify transactions according to their specific needs or preferences through tags. Thsi will give the you the ability to group transactions together for reporting purposes like 'xmas' or 'wedding'.
Aidan Scott
Merged in a post:
Custom Tags for Grouping & Filtering One-Off or Irregular Expenses
T
Tim Groves
It would be incredibly helpful to have a tagging system that lets users label transactions across different categories. For example, if I take a holiday and spend money on flights, accommodation, dining out, and even a new suitcase, I want to be able to tag all those with “Holiday 2025.” That way, I can quickly see how much the entire trip cost — even though those expenses fall under very different categories.
This would solve a key issue: irregular or one-off expenses (like holidays, weddings, big vet bills, etc.) currently distort my regular spend overview. With tags, I could temporarily exclude all transactions tagged “Holiday” from my spend overview, giving me a clearer picture of my typical monthly costs.
Possible functionality:
Add custom tags (e.g., #holiday, #wedding, #moving, #pet).
Filter transactions by tag to see grouped spending.
Exclude or include specific tags from budget views or monthly summaries.
Option to "archive" tags or remove them from current analysis (e.g., no longer include pet expenses if the pet has passed away).
Tags stay separate from categories and don’t interfere with existing budget logic.
Why It Matters:
Not all expenses are ongoing or repeatable — but they still affect how we understand our spending habits. Tags give users the flexibility to zoom in and out on the parts of their financial life that actually matter to them. This could make budgeting, reporting, and planning far more accurate and personal.
Aidan Scott
This is great Tim, tags are definitely on our list. I'll merge this post into the other tags post so the votes get merged together.
T
Tim Groves
Aidan Scott Even better, I am looking forward to the changes
Aidan Scott
Merged in a post:
Spending for a wedding
E
Emma Yarndley
I would like to tag transactions or portions of transactions as spending towards wedding
C
Carl Thompson
This would be great for linking transactions together for reporting i.e tracking expenses for an event