Tags

Discussion List

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  Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

  Closed aolafsson 359 views 12 comments 6 points Most recent by UrsulaA January 2024Managing Your Transactions
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  Feedback: The Spending Plan should offer tracking from Tags in Addition to Categories

  Closed jordys1212 119 views 4 comments 0 points Most recent by Coach Natalie January 2024Using the Spending Plan
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  Merged: Allow me to search for transactions with two tags

  EL1234 11 views 0 comments 0 points Started by EL1234 January 2024 Feature Requests
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  Ability to Apply Tag Edits to All Transactions (edited)

  Closed Nancy 51 views 2 comments 1 point Most recent by Coach Natalie January 2024Managing Your Transactions
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  Merged: More advanced filtering criteria for auto-categorizing transactions by amount (or range) an…

  Raza 11 views 0 comments 2 points Started by Raza December 2023 Feature Requests
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  Merged: Ability to exclude by tag

  markv 1 view 0 comments 3 points Started by markv December 2023 Feature Requests
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  Merged: Rule to Automatically Use a Tag Based on Transaction Category

  LisaDaisy 1 view 0 comments 1 point Started by LisaDaisy October 2023 Feature Requests
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  Show number of transactions linked to a category or tag when viewing Settings > Categories & Tags

  Active Norm6257 41 views 0 comments 4 points Started by Norm6257 July 2023 Feature Requests
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  3

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  Add Tags Field to Upcoming Transactions (edited)

  Active frankrizzo 21 views 0 comments 3 points Started by frankrizzo July 2023 Feature Requests
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  5
  Add a search feature to Settings>Categories & Tags (edited)

  Completed Closed Flopbot 91 views 5 comments 5 points Most recent by SeattleGuy May 2023Feature Requests
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  Merged: Ability to create Tag rules

  drlegran 11 views 0 comments 2 points Started by drlegran March 2023 Feature Requests
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  Merged: Batch Visibility Management Ability

  JeffusTheBaker 1 view 0 comments 1 point Started by JeffusTheBaker January 2023 Feature Requests
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  #TipTuesday: Using Tags

  Closed Coach Blake 384 views 1 comment 2 points Most recent by Coach Natalie July 2022FAQ Section
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  Merged: Add ability to use tags to budget one-time expenses in the Spending Plan (edited)

  4alizer 11 views 0 comments 1 point Started by 4alizer June 2022 Feature Requests
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  Merged: Automatic Tagging

  DrewK 1 view 0 comments 1 point Started by DrewK March 2022 Feature Requests
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  Merged: Rules: Add Tag support

  Skyfox675 1 view 0 comments 1 point Started by Skyfox675 March 2022 Feature Requests
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  #TipTuesday: Categories vs. Tags

  Closed Coach Natalie 1.2K views 1 comment 0 points Most recent by kscooley November 2021FAQ Section
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  New Support Articles for the Mobile App

  Closed Coach Natalie 41 views 0 comments 0 points Started by Coach Natalie October 2021 Announcements