Module guide
Tags in Smart Receipts
Add as many coloured labels as you like to an expense, then filter lists, reports, and exports by them. Tags are how you group by trip, client, or claim without touching categories.
What it is
Name and colour
Every tag has a name and a colour, so tagged expenses stand out in the list.
Many per expense
Unlike categories, an expense can carry several tags, for example "Berlin trip" and "Tax deductible".
Filter anywhere
Filter the expense list, the spend-by-tag report, and PDF or CSV exports by one or more tags.
Backed up
Tags travel with your expenses in Dropbox and OneDrive backup.
How to set it up
- Open Settings, then Tags.
- Tap Add Tag, name the label, and choose a colour.
- On any expense, open the Tags field and select the tags that apply.
- At export time, open Filter by Tags and pick the tags to include.
Where it shows up
- The Tags field on the expense form.
- Reports: spend by tag, useful for comparing projects, trips, or clients.
- Export: the Filter by Tags section on the export screen, for PDF and CSV.
- The expense list, where tags show as coloured chips and can be used to narrow results.
Good to know
Tip: Create one tag per claim period or trip if you are an employee, and a "Tax deductible" tag if you are self-employed. One export filtered by that tag is then the whole claim or the whole quarter.
When you delete it: Deleting a tag removes it from every expense that used it. The expenses stay, but that filter is gone.
Related modules
See how the modules fit together
The use-case guide shows which modules matter for personal spending, employee claims, and freelancer records.
Open the use-case guide arrow_forward