How do I add tags to my transactions?

Tags are a powerful way to organize your income and expenses beyond categories, which are primarily used for tax purposes. Some ways that you could use tags include tagging based on client or project, or as a way of budgeting your business finances.

Here’s how to add a tag to a transaction:

1. Navigate to the Activity tab.

2. Select a transaction that you want to add a tag to.

3. Select the Tag button at the top of the transaction.

4. To add a new tag, select the + button. Enter a name for your tag, choose a color, and select Save.

5. Select as many tags as you’d like and select Save to save your changes.

All Found users are able to create up to three custom tags for use across their income and expenses.

Found Plus, our optional paid subscription for $19.99 / month or $149.99 / year, gives you the ability to create unlimited tags. For more information and to sign up for Found Plus, click here.

FAQs

How do I delete a tag?

If you no longer need a tag, or made a mistake creating one, you can delete it from your Found account:

1. Navigate to the Activity tab.

2. Tap the Settings (...) icon and choose Tags from the menu.

3. Tap the … icon next to the tag you want to remove.

4. Choose Delete tag and then Delete to confirm.

Deleting a tag removes it from all tagged transactions and all tag rules.

Can I automatically apply tags to transactions?

You can use tag rules to automatically add tags to newly added transactions. All Found users are able to create one custom rule, but a Found Plus subscription is required to create additional rules beyond that. For more information, see our article about rules.