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[Feature] Transaction Labels/Tags #1878

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opened 2026-02-28 19:57:03 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 19:57:03 -06:00
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Originally created by @xshalan on GitHub (Feb 20, 2025).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

I recently went on a vacation, and I wanted to know how much I spent on the whole trip. This turned out to be harder than I expected!
Here's what happened:

  • I paid for a hotel
  • I ate at restaurants
  • I rented a car
  • I went to shopping

Each transaction is in the right category, which is great. But I can't easily see all my vacation expenses together. The only way I found was to write "vacation" in the notes field, but I can't search or filter by notes easily or add up all vacation expenses.

Describe your ideal solution to this problem

I think adding "Labels" would solve this problem. Here's how I imagine it working:

With labels, I could tag my transactions in a more flexible way. For example, I could create a label called "Summer Vacation 2024" and add it to any transaction I want. If a restaurant bill was both part of my vacation and a business expense, I could add both labels to that single transaction. This wouldn't change how categories work at all - labels would just be an extra layer to help group related transactions together. When I want to see all my vacation expenses, I could simply filter by the "Summer Vacation 2024" label and see a total of everything I spent. Think of it like using hashtags - they help group related things together without changing how they're organized otherwise.

Teaching and learning

No response

Originally created by @xshalan on GitHub (Feb 20, 2025). ### Verified feature request does not already exist? - [ ] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I recently went on a vacation, and I wanted to know how much I spent on the whole trip. This turned out to be harder than I expected! Here's what happened: - I paid for a hotel - I ate at restaurants - I rented a car - I went to shopping Each transaction is in the right category, which is great. But I can't easily see all my vacation expenses together. The only way I found was to write "vacation" in the notes field, but I can't search or filter by notes easily or add up all vacation expenses. ### Describe your ideal solution to this problem I think adding "Labels" would solve this problem. Here's how I imagine it working: With labels, I could tag my transactions in a more flexible way. For example, I could create a label called "Summer Vacation 2024" and add it to any transaction I want. If a restaurant bill was both part of my vacation and a business expense, I could add both labels to that single transaction. This wouldn't change how categories work at all - labels would just be an extra layer to help group related transactions together. When I want to see all my vacation expenses, I could simply filter by the "Summer Vacation 2024" label and see a total of everything I spent. Think of it like using hashtags - they help group related things together without changing how they're organized otherwise. ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 19:57:03 -06:00
GiteaMirror commented 2026-02-28 19:57:04 -06:00
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@github-actions[bot] commented on GitHub (Feb 20, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Feb 20, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 19:57:04 -06:00
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@youngcw commented on GitHub (Feb 20, 2025):

use #vacation in the notes. That will create a tag

@youngcw commented on GitHub (Feb 20, 2025): use `#vacation` in the notes. That will create a tag
GiteaMirror commented 2026-02-28 19:57:04 -06:00
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@xshalan commented on GitHub (Feb 20, 2025):

Thank you so much! I didn't know that.

@xshalan commented on GitHub (Feb 20, 2025): Thank you so much! I didn't know that.
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