Overview
Your tags are found in Settings > Tags. This is where you can create, edit, and manage the tags you use to label and group your transactions across different categories.What are Tags?
Tags let you label and group transactions across different categories. They’re perfect for tracking spending tied to a specific event, project, or goal. For example, you could tag all your transactions related to your Lapland 2025 trip — flights, hotels, and winter gear — as Lapland 2025. Later, you can filter your transactions by that tag to see the total cost of your trip, regardless of which categories those expenses were in.Create Tags
To create a new tag, navigate to Settings → Tags and click New Tag.A window will appear where you can enter a name and an optional description. After filling in the details, click Create, and your new tag will be added to your list.
Edit Tags
To edit an existing tag, go to Settings → Tags, find the tag you want to change, click the ⋯ (three dots) next to it, and select Edit Tag. You can update the name or description. After making your changes, click Save Changes to update the tag.Delete Tags
To delete a tag, go to Settings → Tags, click the ⋯ (three dots) next to the tag, and select Delete Tag. If the tag is attached to existing transactions, Treasury will ask how you’d like to handle them:- Remove the tag — transactions will simply lose that tag.
- Reassign to another tag — choose a different tag to keep them grouped.