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🏷️ Tags

Tags are flexible labels that you can assign to transactions in Balancia. They provide a way to group, filter, and analyze transactions beyond the limitations of categories.

🌐 Cross-Account Tagging​

Like categories, tags are not tied to specific accounts – they work across your entire financial ecosystem. This enables:

  • Tagging transactions from any account with the same labels
  • Comprehensive analysis across all accounts
  • Example: Tag all "Vacation" expenses whether paid by credit card, checking account, or cash, then analyze total vacation spending regardless of payment method

✅ What Tags are used for​

  • Marking transactions with custom labels (e.g., "Vacation", "Work", "Reimbursable")
  • Filtering transactions by specific criteria
  • Creating ad-hoc groups for analysis
  • Assigning multiple tags to a single transaction

❌ What Tags are not used for​

  • Strict classification (use Categories for single-group classification)
  • Representing accounts or individual transactions

📋 Examples​

  • Vacation: Tag all expenses related to a trip
  • Work: Tag business-related transactions
  • Reimbursable: Tag expenses to be reimbursed later

Note: Each transaction can have any number of tags, making it easy to organize and analyze your financial data by custom criteria.