Add tag features for transactions, allow aggregation of tags
complete
K
Keaten
I'd like to be able to tag my different transactions. Example: {shopping: [tools, kitchen, bathroom, decor, fitness], Dining and drinks: [restaurants, beer, liquor store]} etc. Then, aggregating the category by the tags that month.
Daniel
We're excited to share that transaction tags are now available in the app! To create a tag, please follow the steps in this guide:
https://help.rocketmoney.com/en/articles/12461821-create-and-apply-tags-for-transactions
If you have follow-up requests for transaction tags, please let our team know by creating a new feature request. We have applying tags via rules and applying tags via bulk edit on our radar as two upcoming additions, among other improvements to tracking your spend via tags.
T
Tyler Blakeley
Will tags be available on the web version as well?
Daniel
We're excited to share that transaction tags are now available in the app! To create a tag, please follow the steps in this guide:
If you have follow-up requests for transaction tags, please let our team know by creating a new feature request. We have applying tags via rules and applying tags via bulk edit on our radar as two upcoming additions, among other improvements to tracking your spend via tags.
Daniel
marked this post as
complete
Daniel
Merged in a post:
Tag a transaction
R
Rohit Patgaonkar
Can you add a feature to tag a transaction? For example, I just came back from my trip, all my trip expenses are automatically tagged to the correct categories. However, when I try to evaluate how much exactly I spent on my trip we don't have any features for that. Currently, I create a new category for the trip and manually change category of each transaction. It solves purpose of getting total expenses of that trip, however, it does not give any further classification as all transactions are under same category and I am unable to identify how much I spent on food, traveling and stay expenses. This feature will be very useful for people who love traveling and they want to keep separate tracker for their day to day expenses vs trip expenses.
A
Alice
This would also be great for tracking expenses for a vacation without having to create a separate category! Or just the ability to search by tag alone.
Daniel
Merged in a post:
Tags
Leroy “Big Man Tingz”
Add Tags so I can sort better.
It I have two house hold I would be able use a tag for A and B. For utilities.
Daniel
Merged in a post:
Tag transactions or categories
Tom Harrison
I share expenses for a house with my partner -- utilities, groceries, repairs, etc. I would like to tag the ones I share and be able to filter or report on the tag.
Leroy “Big Man Tingz”
This would be a very useful feature.
N
Nick
Yes! I agree and would like the same feature. For example "tagged savings" to identify/track progress towards saving for trips, projects, or emergency fund while still utilizing the OOB spending categories. Being able to create a custmlen report for tagged items would be helpful as well. I could stop tracking separately in a Google doc!
A
Andrew
Yes! Or being able to search by a tag instead of a category.
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