github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-07 12:28:57 -05:00
Code Issues 1.6k Packages Projects Releases 55 Wiki Activity

[Docs] Update tags doc for clarity - fixes #7475 (#7485)

Browse Source 
* Update tags.md

* [autofix.ci] apply automated fixes

* Update tags.md

* Update tags.md

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
This commit is contained in:
Juulz
2026-04-12 09:46:47 -04:00
committed by GitHub
parent 78dad7c91b
commit d2475ebb02
1 changed files with 16 additions and 15 deletions
Download Patch File Download Diff File Expand all files Collapse all files

31
packages/docs/docs/transactions/tags.md
View File

@@ -1,14 +1,15 @@
# Tags
Transactions can be easily flagged and identified in the table by tagging them through their notes.
An example would be to tag all transactions for a trip with a tag like `#Vacation2025`
Transactions can be easily flagged and identified in the account register by tagging them in their notes.
An example would be to tag all transactions for a trip with `#Vacation2025`
## Syntax
A tag is a string of any characters (except `#`) prefixed by the `#` symbol; it can be added anywhere within the _Notes_ field of a transaction.
It is possible to have multiple tags for a single transaction.
Tags are case-sensitive, meaning that `#tag` and `#TAG` are different.
To use the `#` symbol in the _Notes_ field without tagging, you can escape it by inputting it twice: `##do-not-tag-this`.
- A tag is a string of any characters (except `#` and whitespaces) prefixed by the `#` symbol; it can be added anywhere within the _Notes_ field of a transaction.
- Tags cannot contain whitespaces (spaces, tabs, etc.). Use `#camelText`, `#dashed-entries` or `#underscored_separators` instead.
- It is possible to have multiple tags for a single transaction.
- Tags are case-sensitive, meaning that `#tag` and `#TAG` are different.
- To use the `#` symbol in the _Notes_ field without tagging, you can escape it by inputting it twice: `##do-not-tag-this`.
![Tagging a transaction](/img/tags/input.webp)
@@ -16,23 +17,23 @@ To use the `#` symbol in the _Notes_ field without tagging, you can escape it by
## Filter Transactions
To view transactions with a given tag, you can either:
To view transactions with a given tag, you can:
- Click on the colored tag in the transactions table.
- Use the _View Transactions_ button in the Tag management page, in the sidebar.
- Click on a colored tag in the account register.
- Use the `has tags` filter on the _Notes_ field:
![Tag based filter of transactions](/img/tags/filter.webp)
## Manage Tags
By default, tags use the purple brand color of Actual.
If you use a lot of tags, it can be helpful to customize the color of the tags. You can configure this through the dedicated _Tags_ page, located in the sidebar.
![Tag management page](/img/tags/manage.webp)
On the Tag management page, you can perform the following actions:
The Tag management page can be found in the sidebar under _More_. Here you can perform the following actions:
- **Add New** tags. It doesn't matter whether any transactions with this tag already exist or not.
- **Find Existing Tags**, searches for tags already used within transactions and adds them to the list of managed tags.
- Change the color of any tag and/or add a description.
- Change the color. Tags use a default color defined in the theme. Change the color of any tag by clicking on the tag to bring up a color picker.
- **Add New** tags. Do not include the `#` prefix when adding tags here; it will be added automatically. If the tag already exists, this will update its color.
- **Find Existing Tags** searches for tags already used within transactions and adds them to the list of managed tags.
- Add a description by clicking in the description field.
- **View Transactions** which use a given tag.
- Use the context menu (right-click menu) to delete a tag from this page. It will **not** delete the tag from the transaction notes.