#TipTuesday: Using Tags

Coach Blake
Coach Blake Moderator admin
Tags are a great tool to help you group together transactions that have different categories! We have "default" tags within Simplifi, but you can also create your own or edit the existing ones.

Recently I had some vacation related expenses with different categories such as air fare, hotel, and tickets. I was able to use a tag that I created to monitor my spending while still using the appropriate categories.

We'd love to hear your best practices on using tags!

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