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Overview

Your tags are found in Settings > Tags. This is where you create and manage tags — flexible labels that group transactions across categories, so you can see the full cost of a trip, project, or event in one place.
The Tags page listing the user's tags

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What you can do here

  • Create tags for trips, projects, events, or any theme.
  • Apply a tag to transactions across any categories.
  • Filter transactions — or build a budget — by tag.
  • Edit and delete tags, reassigning where needed.

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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.

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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.
The New Tag dialog with name and description fields

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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.

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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.
After selecting your preference, click Delete Tag to confirm.
Tags shine for anything that cuts across categories — a trip, a renovation, a side hustle, or shared expenses. Apply a tag to transactions, then filter by it or build a budget scoped to that tag to see the full picture.

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FAQ

Use a tag when you want to track something that spans categories — a trip’s flights (Travel), hotels (Travel), and dinners (Food) all under one Japan 2026 tag. Categories answer what you spent on; tags answer why.
Yes. A transaction has a single category but can carry multiple tags, so you can slice your spending in several ways at once.
Filter your transactions by the tag to see the total, or create a budget scoped to that tag to track it against a target.
You can simply remove the tag from them, or reassign them to a different tag — your transactions stay put either way.

Transactions

Add tags to transactions and filter by them.

Categories

Categories group by what you spent on; tags group by why.

Budgets

Scope a budget to a single tag for trips and projects.