saving_tips

Being able to add your own categories has been a popular request from the Planto community. 
We&#39;ve now introduced #tags.
While not exactly custom categories, they offer a lot more flexibility and are quick to get started with &#8211; helping you analyze, search and better organize your expenses.
<h3 id="how-do-i-use-them-🧐">How do I use them? 🧐</h3>
<ol>
<li>Go to the Monitor tab and tap the transaction you want to assign a tag to.</li>
<li>Input one or more #[your assigned tag name] in the note section (you can always edit it later).</li>
<li>Go to By Category under the Monitor tab and scroll down to see all the tags you&#39;ve created. Click on each tag to see the breakdown and analytics!</li>
<li>Input any tags in the Search Transactions bar to see all related transactions.</li>
</ol>
&nbsp;
<a href="https://d3p3a214b6u455.cloudfront.net/images/blog/planto-tag-expense-steps-en.png"><img decoding="async" src="https://d3p3a214b6u455.cloudfront.net/images/blog/planto-tag-expense-steps-en.png" alt="How to use tags"></a>
&nbsp;
<h3 id="how-to-make-the-most-out-of-them-💡">How to make the most out of them 💡</h3>
You can associate tags with:
<ol>
<li>
A person or a group of friends 
E.g: #Bob, #Mum, #CollegeChums
</li>
<li>
A festival or event 
E.g. #Christmas, #AnnualDinner, #CNY
</li>
<li>
A subcategory of an existing category 
E.g. Under Business category, you could create tags such as #ClientLunch, #Taxi, #OfficeXmasDecorations
</li>
<li>
An emoji to show how you were feeling when the transaction was made 
E.g. #😍 #😜 #😭
</li>
<li>
A source of 💰inflow 
E.g. #Dividends, #MarkSix7thPrize, #BobInterestIncome
</li>
</ol>
&#8230; or anything else that comes to mind &#8211; you can be as creative as you want with #tags!
<h3 id="wed-love-your-feedback">We&#39;d love your feedback</h3>
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 <a href="mailto:hello@planto.hk">hello@planto.hk</a>. 
We&#39;re just getting started so we need your feedback to improve and help you manage your finances better! 🤗

You can now add tags to your transactions - helping you analyze your spending habits, letting you search easier and more!

About Us

Blog

Other sites

#Tags: A new way to create your own categories

Track. Plan. Get advice.

Making your finances easier