This article runs through how to customise tags by creating a new custom tag
Creating a new Custom Tag on Desktop
Creating a new Custom Tag on Mobile (iOS)
Creating a new Custom Tag on Mobile (Android)
What is a Custom Tag?
We have a pre-set Tag system in place that runs on how most people might want to be categorising their transactions. As the saying goes, there isn't a one size fits all solution, especially when it comes to managing your finances. This is where custom Tags comes in. Essentially a custom Tag is a personalised Tag that you create.
Before going any further, it is important to note that when you are thinking about a name for your Custom Tag, it shouldn't be a name that already exist on the pre-set tags.
As well, having a good understanding of how the tagging system works (the different levels of tags and what that means) would go a long way when you are considering what Tags you want to customise and which level you assign it as. You can read more about it here: The Importance of Tagging Levels .