What tags are for
Tags let you group transactions in ways your chart of accounts does not. For example, by client, project, location, event or department. They add detail without making your chart of accounts longer.
Creating tags
Create the tags you need ahead of time, or add them as you enter transactions. Keep the list short and consistent: “Location: Fresno” is easier to report on than three spellings of the same place.
Applying tags
Add tags when you enter a transaction on the single entry screen. One transaction can carry more than one tag. For example, a client tag and a location tag.
Managing tags
Rename tags or retire ones you no longer use. Retired tags stay on past transactions, so your history still adds up.
