Home Manage Tags

Manage Tags

Categorize your daily purchases and let the app do all the math!

Welcome to Tag manager, the app feature that archives your transaction history and groups it into categories –or Tags – of your choice. Never has managing your finances been easier!

Impressed? Wait till you find out that our app takes care of the math as well! Each tag will have a calculated sum of its transactions, letting you keep better track of your expenses.

Start now!

Step 1 of 4

Swipe up on the main screen

Keep swiping up until you reach a list with your transaction history.

Step 2 of 4

Tap on the transaction you want to tag

You will be directed to the “Transaction” screen where a menu with a list of options will appear.

Step 3 of 4

Tap on Add tag

You will be directed to the “Add custom tag” page which contains your previous tags, as well as a text box where you can enter a new tag.

Step 4 of 4

Enter your new tag then tap on Done located at the bottom of the screen

You will be directed to the “Transaction” screen where the Add tag option has been replaced with your new tag. You have now successfully added a new tag.

Check out the tags you created!

Step 1 of 3

Tap on “Hub” located on the bar at the bottom of the main screen

A menu will appear with a list of options.

Step 2 of 3

Select “Tag manager” from the menu

You will be directed to the “Tag manager” screen which contains a list of your created tags, as well as the “Edit tags” button located at the bottom of the screen.

Step 3 of 3

Tap on the tag you want to view

You will be directed to a screen which contains all the transactions categorized under this tag, as well as a box with the calculated sum of those transactions.

Read the FAQ’s

How can I edit my tags?

You can edit your tags through the following steps:

Tap on More located on the bar at the bottom of the main screen A menu will appear with several options.
Select Tag manager from the menu You will be directed to the “Tag manager” screen which contains a list of your created tags, as well as the Edit tags button located at the bottom of the screen.
Tap on Edit tags then tap on the pen located next to the tag you want to edit You will be directed to the “Edit tag” screen where you can edit your tag.
Make the desired edits then tap on Done located at the bottom of the screen You will be directed to the “Manage tags” screen. You have now successfully edited your tag.

How can I delete a tag?

You can delete a tag through the following steps:

Tap on More located on the bar at the bottom of the main screen A menu will appear with several options.
Select Tag manager from the menu You will be directed to the “Tag manager” screen which contains a list of your created tags, as well as the Edit tags button located at the bottom of the screen.
Tap on Edit tags then tap on the pen located next to the tag you want to delete You will be directed to the “Edit tag” screen where you can delete your tag.
Tap on Delete located at the bottom of the screen You will be directed to the “Manage tags” screen. You have now successfully deleted a tag.

Can I add more than one tag to a transaction?

Yes! You can add more than one tag to a transaction.

Published:

14 September 2020

Manage your money anywhere, with secure mobile banking. Simply enter your mobile number and we’ll text you a download link so you can get it from the app store.

Was this article helpful?

We’re always looking to improve, and your feedback will help us shape our future content so we can be as useful to you as we possibly can.