Docs: Tags Report for Transaction Tagging

Some additional notes about the Tags report:

Tags can be used for lots of purposes. You can tag business-related transactions with a business tag. If you have just 1 food category, you could tag food transactions with Dinner or Breakfast or Coffee etc. If you have 1 travel category, you could add a tag with the name and date of the Trip such as Seattle July 2019.

You could also tag transactions with the word Follow Up and quickly get a list of which transactions you want to follow up on.

If you manage properties, you could use tags for the addresses of each of your rentals.
See here for more.

The possibilities are endless. Share below how you use tags. It might help others.

Also, this new Tags Report fixing a problem that was in the prior version. In the past, if you used the tag NY, the details report would also include any cases where you used a tag like NY June. This doesn’t happen anymore. Only exact tags are matched.

If you want to use tags in your use reports, check out the formulas in A9, E9 and J8. If interested, I can provide more info on how they work.

4 Likes