Organize your transactions with tags

Tags are a simple way to organize your transactions apart from the more structured categories used when planning or tracking a budget. Transactions can have multiple tags, unlike categories which a transaction can only belong to 1 category at a time. Tags can even span different transaction types, such as income vs. expenses vs. transfers.

Creating or Managing Tags

You can manage your tags in the settings sections. There you can add or delete or change the name or color of any tags. There is also a quick link to view all transactions that a tag has been applied to. Monarch creates 5 default tags, but you can add, edit or delete any of them:

  • tax
  • reimburse
  • split
  • business
  • subscription

mceclip0.png

There are also default tags created using the first name of each member in your household:

mceclip1.png

Working with Tags

You can apply a tag to a transaction individually or via bulk edit:

bulk-edit-tags.gif

Rules can also be setup to apply tags:

sdf.jpg

Filtering transactions can be done based on a tag (or several tags):

tag-filter.gif

Was this article helpful?
58 out of 78 found this helpful