Tags
Tags provide a flexible, cross-cutting labeling system for transactions. While categories provide a single hierarchical classification, tags allow you to add multiple labels to any transaction.
Why Tags?
Categories are great for answering "what type of expense is this?" but sometimes you need additional dimensions. Tags answer questions like:
- Project-based: Tag transactions related to a specific project (e.g., "Home Renovation", "Vacation 2025")
- Status-based: Mark transactions as "Reimbursable" or "Tax Deductible"
- Recurring: Tag regular expenses like "Subscription" or "Monthly"
- Shared: Mark expenses that are "Split with Partner"
A single transaction can have multiple tags, and a single tag can be applied to many transactions (many-to-many relationship).
Tag Properties
| Property | Description |
|---|---|
| Name | Display name of the tag |
| Description | Optional description of what the tag represents |
| Color | Optional color for visual identification |
Scope
Like all entities in Financer, tags belong to a household. Each household has its own independent set of tags.
Tags vs. Categories
| Aspect | Categories | Tags |
|---|---|---|
| Per transaction | One category | Multiple tags |
| Structure | Hierarchical (parent/child) | Flat |
| Budget tracking | Yes | No |
| Type-restricted | Yes (Income or Expense) | No |
| Best for | Primary classification | Cross-cutting concerns |
Use categories for your primary financial classification and tags for any additional dimensions you want to track.