Categories answer 'what kind of spending is this'. Tags answer a different question: 'what is this part of'. They work together.
1. One category, many tags
Each transaction has a single category, such as food. It can also carry tags such as a trip name, a person or a project.
2. Use tags for events and projects
A holiday spreads across food, transport and stays. A tag for the trip brings them together so you can see the total.
3. Use tags for people or reimbursements
Tagging spending you will be repaid for, or spending on a family member, lets you see it separately from your own.
4. Keep tags short and few
A short list you actually use beats a long one you forget. Reuse the same tag every time.
5. Review by tag
At the end of a project or trip, view everything under its tag to see the real cost.
XpenseAI lets you tag transactions, so a trip, a project or a person can be viewed on its own across every category. See how it works or get started free.