A tag is a customizable word or phrase. Use tags to categorize your transactions to get a better idea of how you're spending your money. We will automatically pull in your most recent transactions and auto-tag them (gas, groceries, clothing, etc.) for you.

We strongly suggest you edit your tags by clicking on the Edit button associated with each transaction. Tags make it simple for you to track your spending in entirely new ways, and customized tags give you a more accurate view of your budget and financial picture.