You will need the Full Write Accounting permission to perform this action.
Tags let you label income and expense lines with an extra detail, such as department, ministry, campus, or grant, so you can filter and group your reports by it. Tags are organized into tag groups. For example, a Department group might hold the values Youth, Music, and Missions. New to tags? Start with What are accounting tags?.
Add a tag group
Go to Accounting > Settings in the left-hand menu, then click the Tags tab.
Click Add New. The Add Tag Group window opens.
Fill in the fields described below.
Under Values, type the first value, such as Youth. Click the plus sign beside a value to add another row below it.
Click Save. To add several groups in a row, check Keep open to add another first.
Tag group fields
Name - the name of the group, such as Department or Campus. This field is required.
Description - an optional note about what the group is for.
Color - the color of the tag pills shown on tagged lines. Pick a color or type a hex code such as #000000. This field is required.
Required On Entry? - when on, a value from this group must be chosen on income and expense lines. See How do I require a tag on entries?.
Active? - when on, the group appears on entries and in reports. See How do I merge, hide or deactivate tags?.
Add or arrange values
Click bulk add to add many values at once. In the Bulk Add Choices window, enter each value on its own line, then click Save.
Click alphabetize to sort the values from A to Z.
Drag the handle at the left of a value to move it up or down the list.
Click the eye icon beside a value to hide it from new entries.
Edit a tag group
On the Tags tab, click the group's name, or choose Edit from the 3-dots menu at the start of its row. Make your changes and click Save.
Tip: Department comes with the system as a starting point. It is a regular tag group, so you can rename it, deactivate it, or add other groups such as Campus, Event, or Grant.