Envelopes answer where.
Tags answer why.
Apply flexible labels across any envelope. See what "date night" or "holiday" really costs — across every category at once.
Three transactions. Two envelopes. One invisible total.
You had a date night. Dinner at an Italian place came out of your Food envelope. Movie tickets came out of Entertainment. Dessert after the film — Food again.
Three transactions. Two envelopes. Your envelopes correctly reflect where the money went. But nowhere in your budget can you see what that one evening actually cost you in total.
Tags solve this. Tag all three transactions "date night" and a single filter shows you the $81 total — across both envelopes, instantly.
One system, every use case.
Tags are just labels — use them however your life works.
Date night
Tag dinner, movie tickets, and dessert all as "date-night" — get the real total even though those transactions live across Food and Entertainment.
Tax-deductible
Mark home office supplies, business meals, and charitable donations as "tax-deductible" so tax season is a one-click filter, not a month-long receipt hunt.
Holiday
Gifts, travel, food, and decorations all hit different envelopes. Tag them all "holiday" to see the total cost of the season in one number.
Work expenses
Track every reimbursable purchase — flights, hotels, client dinners — across whatever envelopes they naturally land in. One filter, one reimbursement report.
Home project
Renovation costs scatter across hardware, tools, and labor — all different envelopes. Tag everything "kitchen-reno" to see the running total as the project unfolds.
Kid activities
Youth sports gear, registration fees, and tournament travel spread across Clothing, Recreation, and Travel. Tag them "soccer-2026" and see what the season actually cost.
Four steps from label to insight.
Create a tag
Go to Setup → Tags and click + New Tag. Name it anything — "date night", "work trip", "holiday 2026". Tags are global to your account; there's no limit on how many you create.
Apply tags to transactions
Open any transaction and tap the tag picker. Search by name, click to add. A single transaction can carry multiple tags at once — "tax-deductible" and "client-entertainment" are not mutually exclusive.
Auto-tag via rules
In Setup → Auto-Tagging Rules, set a rule: if payee contains "AMC Theatres" → auto-apply "date-night". Rules can apply an envelope and a tag simultaneously, so every future AMC transaction is already labeled with zero manual effort.
Filter by tag — see the cross-envelope total
In the Posted Transactions view, select a tag from the filter bar. The list narrows to every transaction carrying that tag — across every envelope, every account — and shows the running total. That's your real "date night" number.
Rules that tag and categorize.
LazeeFish's auto-tagging rules do two jobs at once. When a transaction matches a rule — by payee name, amount range, or bank — the rule can assign it to an envelope and apply one or more tags. No extra steps required.
Example: a rule for "Whole Foods" assigns the transaction to the Food envelope and applies the tag groceries. A rule for "Delta Air Lines" assigns it to Travel and tags it both travel and work-expense. Every future match is handled automatically — your cross-envelope reports stay accurate without manual effort.
Explore auto-tagging rules →Tags vs. envelopes.
Tag questions.
What's the difference between tags and envelopes in LazeeFish?
Envelopes answer where your money goes — Housing, Food, Entertainment. Tags answer why or for what it went there. A transaction sits in exactly one envelope, but can carry multiple tags. This lets you group spending across envelopes: tag a restaurant dinner and movie tickets both as "date night" to see the full cost of that evening even though the transactions live in different envelopes.
Can one transaction have multiple tags?
Yes. You can apply as many tags as you like to a single transaction. A business dinner could carry both "tax-deductible" and "client-entertainment" simultaneously — it will appear in filtered views for either tag.
Can I filter reports by tag?
Yes. In the Posted Transactions view, use the tag filter bar to show only transactions carrying a specific tag. You see a running total for those transactions — spanning whatever envelopes they belong to — giving you a true cross-envelope spend figure.
How do I create a tag in LazeeFish?
Go to Setup → Tags and click + New Tag. Give it a name — "date night", "work trip", "holiday", anything you like. Tags are account-wide and can be applied to any transaction across any connected bank. There is no limit on the number of tags you can create.
Are tags free?
Tags are part of LazeeFish's Standard plan — included at $5/month. Unlimited tags, applied to any transaction, filterable from day one — no upgrade required.
Start tagging your spending.
30-day free trial, no card to start. Unlimited tags. See the full picture that envelopes alone can't show you.