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Tag a transaction

Add lightweight labels to transactions for filtering and cross-cutting views.

Prerequisites​

  • Big Picture Money is unlocked
  • At least one transaction exists

Steps​

  1. Create a tag (first time only):
    1. In the left navigation, click Categories & rules.
    2. Open the Tags tab.
    3. Click Add tag, enter a name (for example, vacation), and click Add tag.
  2. Assign a tag to a transaction:
    1. Go to Transactions.
    2. Click the Tags cell on a row (or open the transaction detail panel).
    3. Select one or more tags from the list.
    4. Tags save immediately.

To remove a tag from a transaction, click the tag chip's remove control in the row or detail panel.

Expected result​

  • The tag chip appears on the transaction row (for example, vacation)
  • The same tag can be assigned to multiple transactions
  • Archived tags are hidden from the picker but remain visible on historical rows
  • Tag names are unique (case-insensitive)

Archiving a tag does not remove it from transactions that already have it. See Archiving categories and tags.