This guide walks through every moment you touch tags in Budget Buddy—from creating your first label to filtering
transactions later—so you can group spending and income in a way that mirrors your life.
Understand tags at a glance
Tags are short labels you can attach to any money entry. Each tag carries a color swatch and an optional
hidden switch, giving you a quick visual cue while letting you retire a tag without deleting its history.
Use meaningful names to group related spending, income, or templates.
Pick from preset colors—blue, red, green, orange, purple, teal, cyan, amber, indigo, or lime—to make patterns pop.
Toggle the hidden switch whenever you want a tag to stay on past entries but disappear from pickers.
Manage your tag list
Head to Settings › Manage Tags to see every label you have created. The list shows each color dot,
name, and whether the tag is currently visible or hidden, so you always know what is active.
Step 1
Open the tag manager
The Manage Tags screen greets you with your existing tags or a clean slate if you are just starting out.
It is the central place to review and organize your tagging system.
Step 2
Create a tag
Tap the + button to open the tag pop-up, type a name, preview its color in real time, and select one of the
preset shades. Hit Add (or Save when editing) to keep it, or Cancel to back out without
changes.
Step 3
Update, hide, or remove
Select any tag to reopen its pop-up and adjust the name or color. Use the eye icon to flip between hidden and
visible, and watch the status line update instantly so you always know which tags are active. Tap the trash icon
and confirm if you truly want to delete it.
Hint
If you try to save a tag without a name, Budget Buddy gently nudges you to fill it in so the list stays tidy.
Warning
Deleting a tag removes it from the manager entirely. Hide a tag instead when you want to keep past usage but
remove it from selection menus.
How hidden tags behave
Hidden tags stay attached to any transaction or template that already used them, preserving your history without
cluttering current pickers. Filter menus only show tags marked as visible, so hidden ones quietly step aside
until you bring them back.
Behind the scenes the app simply flips a hidden flag. Unhiding a tag switches that flag off, instantly making it
available everywhere again while keeping prior records intact.
Remember
Hidden tags are never lost—they just disappear from selection lists. Unhide them any time you need to reuse a
label without recreating it.
Tagging transactions in the moment
When adding or editing a transaction, the Tags area lives near the bottom of the form. Every visible tag
appears as a colored chip: tap once to select it and watch the color brighten (and sometimes gain a border), or tap
again to remove it. You can select multiple tags, and the list updates instantly while you work.
After you save, each transaction displays its tags as small colored badges. Reopening an entry shows your previous
selections already highlighted so you can keep or adjust them without starting over.
Hint
Need a new label mid-entry? Add it from the Manage Tags screen first so it appears in the picker the next time you
open the form.
Find transactions by tag
From the Transactions tab, tap the slider icon to reveal the filter panel. Beside the transaction-type filter
you will see the tag field showing either the current tag or All Tags. Tap it to choose from a scrollable list—on
some devices you will see a wheel picker, on others a radio-style list.
Selecting a tag narrows the results immediately. Pick All Tags or use Reset Filters whenever you want to clear
the filter and review everything again.
Save time with templates and duplicates
Saving a transaction as a reusable template stores its tags alongside the description, memo, and accounts. Applying
that template later automatically fills in the same labels so you never miss a category.
When Budget Buddy matches two transactions—such as pairing an imported bank entry with one you created manually—it
keeps every tag from both sides to preserve context.
Tips for a smooth tagging routine
Let colors carry meaning so related spending stands out at a glance.
Hide tags you no longer need in pickers while keeping their history intact.
Delete tags only when you are certain the label is retired for good.
With these steps in place, you can build a tag system that mirrors your life, making it easier to review habits,
track goals, and celebrate progress.