Tags

A tag is a free-form label on a transaction. Where an account says what something was, a tag says what it belonged to — a holiday, a renovation, a client, everything you mean to claim at tax time. One transaction can carry several, and a tag can span any number of accounts.

Adding tags

1. Open the transaction out in the register — select it and press ⌘E, or click its disclosure arrow.
2. Type into the Tags line, separating tags with commas.
3. Press ⌘⏎, or click away, to commit the row.

Rules can apply them for you: a rule action Set tags puts the same labels on every transaction it matches, as it is imported. See Categorising and rules.

Finding them again

Type these into Find Transactions (⌘F). A tag search reaches across every account at once, which is the point of tagging rather than filing.