Tag a transaction
1
Open the transaction
In Transactions, open the transaction and click Edit. You can also choose tags when you add a transaction.
2
Pick or create the tag
In the Tags field, pick a tag you already have, or type a new name and choose Create “name”.
- A transaction can have up to 20 tags.
- A name has up to 40 characters and is unique regardless of upper or lower case:
Tripandtripare the same tag. If you type a name that already exists, guito uses the tag you already have. - The tag sits on the whole transaction. On a split transaction, every part has the same tags.
Tag several transactions at once
1
Select the transactions
In Transactions, or in an account’s list of transactions, tick the transactions. In the app, press and hold one transaction, then tap the others.
2
Choose Tag
In the bar that appears, choose Tag.
3
Pick or create the tags
Pick the tags, or type a new name and choose Create “name”. On the web, click Add tags; in the app, tap Add.
See what it cost
In Transactions, open the filters and choose one or more tags under Tags. The list shows the transactions that carry at least one of them. You can also type part of the name in the search: the matching tags show up under the field. On the website, picking one filters the page straight away; in the app, the tag joins the filter and you tap Apply. With a tag chosen, the whole page is that tag’s: the totals at the top, the Trend chart and the spending by category. Expenses tell you what the trip cost, income what you received towards it. Choose All time as the period so nothing is left out. In the list, each transaction shows the tag you are filtering by first, so you see at once why it is there.Manage your tags
Click your name at the bottom of the sidebar and choose Settings, Tags tab. You can also get there from the end of the list in a transaction’s Tags field, under Manage tags. You see all your tags and how many transactions carry each one. For each tag you can:- Rename it: the new name shows on every transaction that has it.
- Merge it into another tag: its transactions get the other tag and this one disappears. Handy when you created “Canaries” and “Canaries trip” for the same trip.
- Delete it: the transactions stay as they are and just lose the tag.
Ask the agent
On the Plus plan, the AI agent answers by tag, for example: “How much did I spend on Canaries trip?” or “Which transactions are tagged Renato’s wedding?”. The agent reads your tags, but doesn’t add them to or remove them from transactions.FAQ
What's the difference between a tag and a category?
What's the difference between a tag and a category?
A category says what kind of spending it is (restaurants, fuel, accommodation) and counts towards budgets. A tag says which occasion it belongs to (the trip, the wedding) and doesn’t change the category. A dinner in the Canaries stays in your restaurants category and carries the tag “Canaries trip”.
If I delete a tag, do I lose the transactions?
If I delete a tag, do I lose the transactions?
No. The transactions stay as they are, with the same category and amount; they just no longer carry that tag.
Related pages
Transactions and cash flow
View, filter and analyse your transactions.
Custom categories
Create and organise the categories you classify your transactions with.
Split a transaction
Divide one transaction across several categories.
AI agent
Ask questions about your transactions in plain language.