Flexible Tagging

Transaction Tags & Custom Categories

Tags are free-form labels you apply to transactions. Filter, report, and analyze by any combination — no rigid category tree to fight with.

groceries dining joint rent vacation deductible kitchen-reno medical fun
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Illustration of organized tags and categories

Use cases

One tagging system, infinite ways to use it

Tags are just labels — use them however makes sense for your life.

Budget envelopes

Track spending categories without locking money into separate accounts. Tag transactions and see totals per envelope in your monthly report.

groceries rent fun

People & ownership

Split shared finances clearly. Tag each transaction by who it belongs to for easy reconciliation at the end of the month.

joint personal partner

Projects & goals

Tracking a home renovation, a side project, or a vacation fund? Tag every related transaction and see total spend at a glance.

kitchen-reno vacation side-biz

Tax categories

Flag deductible expenses as you go so tax season is a one-click export rather than a month-long dig through receipts.

deductible medical charitable

How tags work

Create, apply, filter, report

The full tag lifecycle in four steps — from creation to insight.

Create tags in Setup → Tags

Give each tag a short, descriptive name. Tags are global to your account and can be applied to any transaction across any bank connection or account.

Apply to transactions manually or via rules

When posting a transaction, select one or more tags from the dropdown. Or use auto-categorization mapping rules to tag transactions automatically — no manual selection needed for recurring merchants.

Filter the transaction list by tag

In the Posted Transactions view, use the tag filter to show only matching transactions. Select multiple tags to narrow further — the filter matches transactions that have all selected tags.

Monthly report groups by tag

In Reports → Monthly, toggle the tag grouping view to see totals per tag per month. Instantly know how much you spent on "dining" in March versus April.

Filter demo — transactions tagged "groceries"

groceries × + Add filter
Whole Foods Market
groceries joint
-$87.42
Trader Joe's
groceries
-$54.11
Costco Wholesale
groceries bulk
-$142.86
Kroger
groceries
-$63.20

Getting started

Using Tags

From zero to tagged in four steps.

  1. Go to Setup → Tags and create your tags Click "+ New Tag" and enter a name. Create as many as you like — there's no limit. Start with a few categories you care about and add more later.
  2. When posting a transaction, select one or more tags The tag picker appears in the transaction form. Type to search, then click to select. Multiple tags are allowed on a single transaction.
  3. In the Posted Transactions view, use the tag filter to find matching transactions Click the Tags filter bar above the transaction list, select one or more tags, and the list instantly narrows to matching transactions.
  4. In Auto-Categorization rules, assign default tags to matching transactions When creating an Automated Posting Rule (Setup → Automated Posting Rules), add tags to the rule. Every future transaction that matches will be tagged automatically — zero manual effort.

From the blog: Tags are most powerful when they work alongside a structured budget method — Envelopes vs. Every Other Budget Method shows how the envelope approach compares to other systems, and How to Start Envelope Budgeting walks through building your category structure from scratch.

Your tags, your system.

LazeeFish doesn't impose a category hierarchy. Build the labeling system that actually fits how you think about money.

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