Using tags

A tag is a label you can put on a transaction. Categories answer what the money was for; tags let you split one category into parts.

Make a tag first

Tags live on the Categories page, under Tags. Add the ones you want there before you start using them.

This is worth knowing because the Tags field doesn’t appear on a transaction until you have at least one tag. If you go looking for it and it isn’t there, that’s why.

Putting one on a transaction

Open a transaction and your tags sit under Tags as a row you can scroll along. Tap one to apply it, and tap it again to take it off.

What you get back

Suppose everything you spend eating out lands in Eating Out. That’s a sensible category, but it holds a big group dinner and a daily flat white in the same total.

Tag them Coffee, Lunch, Brunch and Dinner, then open Eating Out in your insights. Quidough shows the month broken down by tag, largest first, with whatever you didn’t tag gathered under Untagged. Each transaction shows its tag in the list too, beside the payee.

The breakdown appears once there’s more than one tag to compare.

One tag, or none

A transaction carries one tag at most, and that’s what makes the totals trustworthy. Nothing sits in two tags, so the tag amounts always add up to the category total.

Tags are just names. No colors, no icons.

Tags belong to the household

Anyone in your household can make a tag, and once it exists everyone sees it and can use it. There’s no separate set for each of you, so it’s worth agreeing the names between you.

Renaming and deleting

Both happen on the Categories page. Renaming a tag updates it everywhere at once. Deleting one leaves your transactions where they are and only takes the label off, so they go back to counting as untagged.

On scheduled payments

A scheduled payment can carry a tag too, and it’s copied onto each transaction you record from it. Worth setting if you tag something you pay every month.