---
title: Organize Transactions with Tags
description: Learn how to use tags to organize transactions with custom labels in Propio.
---

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3. [Tags](https://help.joinpropio.com/en/transactions?hsLang=en#tags)

# Organize Transactions with Tags

Standard categories tell you *what* a transaction is. Tags let you add a second layer of context — by department, project, location, or any dimension that matters to your practice — and filter reports by those labels for deeper analysis.

**Steps**

**Create Tag Groups and Tags**

1. Click on **Bookkeeping** \> **Tags** in the left sidebar
2. Click **Add Tag Group** and enter a **Group Name** (e.g., *Department*, *Project*, *Location*)
3. Toggle **Exclusive** on if only one tag from this group should apply to a transaction at a time — for example, a transaction can belong to only one Department. Leave it off to allow multiple tags from the same group.
4. Add **Initial Tags** within the group (e.g., *Project A*, *Project B*, *Project C*), separated by commas

**Apply Tags to Transactions**

*Individually:*

1. Go to **Transactions**, find the transaction, and click on it to open the detail panel
2. In the **Tags** section, click **Add**, select the tag group and the appropriate tag — it saves immediately

*In bulk:*

1. Use the **checkboxes** to select multiple transactions
2. Click **More** in the actions panel→ **Add/Remove Tags**
3. Choose the tag you want to apply and click **Apply Change**

**Use Tags in Reports**

When running a P&L, Balance Sheet, or Trial Balance, use the **Tags** filter to narrow results to only transactions carrying specific tags — giving you a view of finances by department, project, or any custom dimension you've created.

💡 **Tip:** Plan your tag structure around the questions your client asks most often. Common setups include tracking expenses by location (ideal for restaurant groups with multiple branches) or by project (useful for construction companies managing several active jobs). Build your tag groups around those answers before you start applying tags.

**Related Articles**

- [Basic Transaction Categorization](https://help.joinpropio.com/en/basic-transaction-categorization?hsLang=en)
- [Categorize Transactions in Bulk](https://help.joinpropio.com/en/categorize-transactions-in-bulk?hsLang=en)
- [Run a Profit And Loss Report](https://help.joinpropio.com/en/run-profit-and-loss-reports?hsLang=en)
- [Run a Trial Balance Report](https://help.joinpropio.com/en/run-trial-balance-reports-standard?hsLang=en)

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