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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 Create Tag Group and enter a name (e.g., Department, Project, Location)
  3. Add individual tags within the group (e.g., Project A, Project B, Project C)
  4. 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.

Apply Tags to Transactions

Individually:

  1. Go to Transactions, find the transaction, and click the toggle arrow (›) on the left 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 Actions → Add/Remove Tags
  3. Choose the tags 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.

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