Planto logo
  • App & Content
      App & Content
      Business Solutions
  •  | 
    Planto logo
    Sidebar hamburger menu
    #Tags: A new way to create your own categories

    #Tags: A new way to create your own categories

    All Posts » Saving Tips
    Last updated: Dec 21, 2018•  2 min read

    Being able to add your own categories has been a popular request from the Planto community.

    We've now introduced #tags.

    While not exactly custom categories, they offer a lot more flexibility and are quick to get started with – helping you analyze, search and better organize your expenses.

    How do I use them? 🧐

    1. Go to the Monitor tab and tap the transaction you want to assign a tag to.
    2. Input one or more #[your assigned tag name] in the note section (you can always edit it later).
    3. Go to By Category under the Monitor tab and scroll down to see all the tags you've created. Click on each tag to see the breakdown and analytics!
    4. Input any tags in the Search Transactions bar to see all related transactions.


    How to use tags


    How to make the most out of them 💡

    You can associate tags with:

    1. A person or a group of friends
      E.g: #Bob, #Mum, #CollegeChums

    2. A festival or event
      E.g. #Christmas, #AnnualDinner, #CNY

    3. A subcategory of an existing category
      E.g. Under Business category, you could create tags such as #ClientLunch, #Taxi, #OfficeXmasDecorations

    4. An emoji to show how you were feeling when the transaction was made
      E.g. #😍 #😜 #😭

    5. A source of 💰inflow
      E.g. #Dividends, #MarkSix7thPrize, #BobInterestIncome

    … or anything else that comes to mind – you can be as creative as you want with #tags!

    We'd love your feedback

    Give #tags a try and let us know what you think and how you’re using it by contacting us through Live Chat or email at

    We're just getting started so we need your feedback to improve and help you manage your finances better! 🤗

    Share via FacebookShare via TwitterShare via WhatsAppShare via LinkedInShare via URL
    Share via FacebookShare via TwitterShare via WhatsAppShare via LinkedInShare via URL
    Track. Plan. Get advice.Making your finances easier
    Follow us on social for more useful news!

    Subscribe to Planto Newsletter & Stay Updated!

    Hong Kong’s Latest Financial Insights & Offers 🎁

    Try Planto App for Free

    Over 200,000 Downloads in HK

    About UsToolsSecurity DetailsHelp CenterBlogPrivacy PolicyTerms & ConditionsGoogle API Disclosure
    22/F, 3 Lockhart Road, Wan Chai, Hong KongPlanto Limited © 2024