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Tags

Tags are a simple way to label transactions, expenses, and payments with your own custom keywords — then use those keywords to filter almost any report. They're a great way to track something that doesn't fit neatly into an account, item, or contact — like a project, a location, an event, or a campaign — without changing your chart of accounts.

Creating Tags​

Tags are created and managed in Settings > Tags:

  1. Go to Settings > Tags.
  2. Click Create.
  3. Enter a name and, optionally, a description.
  4. Click Save.

You don't have to set them all up in advance — you can also create a new tag on the fly from the Tags field on any transaction, by choosing Add New from the dropdown.

Applying Tags to a Transaction​

Once you've created tags, you'll find a Tags field on:

  • Sales and purchase transactions (Invoices, Bills, Estimates, and similar documents)
  • Expenses
  • Payments
  • Journal Entries and business transactions

The Tags field is multi-select, so you can apply more than one tag to the same record — for example, tagging an expense with both a project name and a location.

Using Tags to Filter Reports​

Tags really pay off in reporting. Almost every report in MyBooks — from the Profit & Loss and Balance Sheet to the General Ledger, Account Transactions, Contact Statements, and more — includes a Tags filter alongside the usual date, account, and contact filters. Add a tag to the filter to instantly narrow the report down to just the transactions carrying that tag.

This makes Tags a lightweight way to answer questions your chart of accounts alone can't — like "how profitable was this specific project?" or "what did this event actually cost us?" — by tagging the relevant transactions as you go and then filtering any report down to just that tag whenever you need the answer.