Organizing Transactions with Tags

Tags are great way to organize your transactions, and can be used alongside categories and groups to better understand your expenses and income.

While transactions can only belong to one category, they can have multiple tags, which can help you gain even more insight into how your money comes and goes.

Table of Contents

• Default tags
• Using tags on desktop
• Using tags on mobile

Default tags

Monarch has a small set of default tags, and you can use them as-is, edit them, or delete them - or create your very own custom tags!

When a new member is added to your Monarch household, tags will automatically be created with each member's name to help further organize transactions.

The default tags are:

• • • Tax
    • Reimburse
    • Split
    • Business
    • Subscription

Using tags on desktop

• Creating tags:
  • 1. Navigate to Settings > Tags.
    2. Select New tag.
    3. Select a color, give the new tag a name, and click "Save."
• Editing or deleting tags:
  • 1. Navigate to Settings > Tags.
    2. Select "Edit" or "Delete."
• Adding tags to a single transaction:
  • 1. Find the desired transaction in your transactions area.
    2. Select > to the far right of the transaction line expand the transaction details.
    3. Scroll down to Tags and use the drop down list to select the tags you want to add to the transaction. You can click on multiple options or create new tags from here.
    4. Click the "x" at top to exit and save.
• Adding tags to a multiple transactions:
  • 1. Navigate to the transactions area.
    2. Click "Edit Multiple" in the top right.
    3. Select the transactions you wish to edit. You can also use the search bar at the top to narrow down the number of transactions shown select from the search results. NOTE: Do not select any transactions that already have the tag you're trying to add - the next step won't work!
    4. Click the orange "Edit" button at the top.
    5. Scroll down to Tags and use the drop down list to select the tags you want to add to the transaction. You can click on multiple options or create new tags from here. 
    6. Scroll to the bottom and click "Save."

Using tags on mobile

• Creating tags:
  • 1. Tap the three lines on the top left to expand the sidebar.
    2. Select the Settings icon in the top left.
    3. Scroll down to select Tags.
    4. Tap the ”+” in the upper right.
    5. Select a color, give the new tag a name, and click "Save."
• Editing or deleting tags: 
  • 1. Tap the three lines on the top left to expand the sidebar.
    2. Select the Settings icon in the top left.
    3. Scroll down to select Tags.
    4. Click on any tag to edit or delete.
• Adding tags to a single transaction:
  • 1. Navigate to the transactions section and click on the desired transaction.
    2. Scroll down to Tags.
    3. Select the tags you want to add to the transaction and click "Done."
• Adding tags to multiple transactions:
  • 1. Navigate to the transactions section.
    2. Long press on one of the transactions you want to edit (hint: long press on the name of the merchant rather than the icon or amount). You can also use the search bar at the top to narrow down the number of transactions shown and long press from the search results. NOTE: Do not select any transactions that already have the tag you're trying to add - the next step won't work!
    3. Select the transactions you wish to edit.
    4. Click the orange "Edit" button at the bottom. 
    5. Select the tags you wish to add and click "Done."
    6. Click "Save" at the top.