Transaction tags

A tag is a free-form label on a transaction: “for friends”, “lent”, “holiday”, “gifts”. One transaction can carry as many tags as you like. They make it easy to filter the journal and to look at separate statistics. And one tag is special — “Not counted”: it keeps the transaction in the list and in the account balance, but takes it out of statistics, budgets and reports.

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How a tag differs from a category and a project

Svodly has three separate dimensions, and they do not replace one another:

A category answers “on what” — “Groceries”, “Transport”. A transaction has exactly one, and all analytics and budgets rest on it.
A project answers “what for” — “Kitchen renovation”, “Trip to Sochi”. Also one per transaction.
A tag is just a label, and there can be several. It does not take the category away from a transaction and does not get in the project’s way: “Groceries” plus the tags “for friends” and “country house” live together in one record.

A practical rule: if you need a slice that cuts across categories (the same label shows up under “Food”, “Transport” and “Entertainment”), that is a tag.

Putting a tag on a transaction

Tags live in the transaction form next to the attachments — a row of coloured chips above the “Documents” section, the same on the computer, on the web and on the phone.

Open a transaction (or create a new one).
Press the Add tag chip.
Tick the tags you need — there can be several. The list is split into “My tags” and “System”.
Nothing fits? Start typing a name — + Create “…” appears under the results. The tag is created with that name, and you pick its colour right away.
Save the transaction. To take a tag off, press the cross on its chip.

Computer and web: the “Add tag” chip above “Documents” in the transaction card, picking several tags and creating a new one straight from the search box.

Phone: the same row of chips in the transaction form — “Add tag” opens the picker sheet, “+ Create “…”” creates a new tag and returns to the form with it already ticked.

The “Tags” reference

The full list of the book’s tags is the “Tags” section. On the computer and on the web it sits in the collapsible “References” group at the very bottom of the sidebar, next to “Categories”, “Counterparties” and “Projects”. On the phone it is in the sections menu: a “References” row under “Budgets”, and “Tags” inside it.

On the computer, on the web and on a tablet the reference is a “Tags · N” card with the “Name”, “Operations”, “Income” and “Expense” columns for the selected period: the “month / all time” switch is in the screen header, amounts in different currencies go on separate lines, and system tags form a block at the top. On a phone it is a list: on the web a row shows the net for the month and the number of transactions, in the app — the net and the number of transactions for all time. Tap a row to open the tag page with its transactions and analytics.

The tag card — name, colour from the palette and an optional description of what the tag is for (handy when several people keep the book) — opens with the pencil in the tag page header. On the phone — with the gear on the page or a long press on the reference row.

Sorting

On the computer, on the web and on a tablet, click a column header to sort the table — “Name”, “Operations”, “Income” or “Expense”; an arrow by the active column shows the direction, and a second click reverses the order. If the table does not fit the tablet window (in portrait), the ⇅ button on the right of the “Tags · N” card header does the sorting. On a phone the same ⇅ button opens a menu: on the web it sits on the right of the “Tags · N” card header (a collapsed card has no button), in the app — above the list.

System tags stay pinned as a block at the top whatever the sort. The default is by name, so a row does not jump when you put the tag on a transaction. Sorting uses the numbers you see in the row: on the computer, on the web and on a tablet — for the selected period, in the phone app — for all time. The last sort you picked is remembered on the device and is not synced between devices.

The “Tags” directory: system tags as a block at the top, your own below. “All time” → click “Expense”: your tags are reordered while the system ones stay on top; a second click reverses the order, then “Operations” and back to “Name”.

On the phone: “References” → “Tags” — the all-time amount, system tags on top. ⇅ → “By expense”: your tags are reordered while the system ones stay put; then “By number of operations” and “By name”. A long press opens the tag card.

Tag page

Tap a tag in the reference to open its page. On the phone it is a tap on the row (edit with a long press); on the computer and on the web it is a nested screen, like the category and project pages.

At the top is the tag’s net over its whole history: income and expense together, the number of transactions, the dates of the first and the last one, and the “transactions / income / expense” figures. These are the same numbers as in the reference row for “all time”. Currencies are not mixed: turnover in other currencies goes on a separate line; the “Cash flow” card next to the total (on the computer and on the web) works the same way — the columns are in the page's currency, other currencies go on an “also …” line under the total. Transactions tagged “Not counted” are included here, just as in the reference — so the page of “Not counted” itself shows how much money you have taken out of the statistics.

Below are two tabs:

“Transactions” — the journal of transactions with this tag; the other filters (period, account, category) stay free.
“Analytics” — the period starts at “all time”: donut charts by category, counterparty and project, large expenses, observations.

The page header has the tag edit and a Transaction button that opens the form with the tag already picked. On the phone the “+” of the bottom bar does the same. Automatic tags (“Tax receipt”, “Recurring” and the rest) have no such button — the app sets them itself.

Clicking a tag in the reference opens its page: the all-time net, the “Transactions” tab with the tag’s journal and “Analytics” with the donut charts.

On the phone a tap on a tag row opens its page with the same “Transactions” and “Analytics” tabs; editing is a long press on the row.

System tags

Every book has tags the app creates itself. They are marked with a crossed-out icon and carry a description right in the reference: they cannot be renamed or deleted. In filters and statistics they work just like ordinary tags.

“Not counted” — you set this one

This is the only system tag you switch on and off by hand. It is for the cases where the money really did leave the account, but the spending was not yours:

you paid the shared bill at a café and your friends will pay their part back;
you bought something for your parents with their money;
you ran an amount through your card in transit.

What the tag does:

The transaction stays in the journal and in the account balance — the money really did leave, and the balance shows it.
It disappears from statistics: the “Income / Expense” figures, structure charts, graphs, “Purchases”, “Large expenses”, budgets and management reports (P&L, cash flow statement, counterparty turnover) no longer see it.

The tag does not touch taxes. The KUDiR ledger, the self-employment register and the liability forecast count the transaction as usual. The tax base is calculated from actual receipts — an interface label must not understate it.

In analytics, the “Not counted” row of the “By tag” card shows how much money you have taken out of the statistics over the period — so that it does not turn into a silent hole in the reports.

The “Not counted” tag on a transaction: the amount stays in the account balance and in the journal, but leaves the figures and charts of “Analytics”.

Phone: “Not counted” is ticked in the tag sheet — the transaction stays in the feed and in the balance but drops out of statistics.

Automatic ones — the app sets these

Svodly puts these tags on and takes them off itself, based on where the transaction came from. You cannot add or remove them by hand — they tell you the transaction’s origin:

“FTS receipt” — the transaction came from a scanned receipt.
“Recurring” — generated by a recurring transaction.
“Subscription” — a subscription charge: an expense created by a recurring transaction.
“With attachments” — the transaction has documents attached.
“Has a note” — the transaction has a note with the details and circumstances. The tag follows the field: it is set when a note is saved and removed when the note is erased.
“Dictated” — recorded by voice.
“Imported” — arrived from a statement import.

Your existing history is labelled with these tags when the app updates — there is nothing to search for or set by hand. It gives you handy filters: “show me everything I dictated” or “all transactions with attachments this quarter”.

Filtering by tag

“Transactions” has a “Tags” chip with multiple selection. A switch under its search field sets the selection mode: “Any” — a transaction carries at least one of the ticked tags (the default), “All” — every one of them (say, “Lent” and “Ivanov” — only one person's debts), “Hide” — none of them. The chip label shows the mode without opening it: “Tags · 2”, “Tags · 2 · all”, “Without: Gifts”. The filter stacks with the others — period, account, category.

The tags themselves are shown right in the list of transactions — on the computer, on the web, on a phone and on a tablet: as a line under the transaction title. The same goes for the pages of an account, category, counterparty, project and tag. System markers appear as icons (on a computer, hover to see the name), your own tags as a coloured dot and a name. There is no separate column for tags and nothing to set up.

Computer and web: “For friends” and “With attachments” are ticked in the “Tags” chip; the “All” mode keeps only transactions with both tags, “Hide” — those without them.

Phone: “Not counted” and “For friends” are ticked in the “Tags” sheet with the “All” mode under its header — the chip reads “Tags · 2 · all”.

The “By tag” statistics

“Analytics” has a “By tag” card — the turnover of each tag over the selected period. In a personal book it lives on the “Structure” tab, in a business book — in business analytics, and on the phone — on the analytics screen.

It is a list, not a donut chart, and that is deliberate: a transaction with two tags would land in both segments, the shares would stop adding up to 100 % — tags do not make “parts of a whole”.

Deleting a tag

You can delete your own tag at any time — there is nothing to move anywhere. The app shows how many transactions the tag will come off, and the transactions themselves stay where they are: only the label disappears. System tags cannot be deleted.

Where to next

Transactions — filters, columns and the transaction form.
Categories and counterparties — the main analytics dimension.
Analytics — where to find the “By tag” card.
Budgets — why a labelled transaction does not eat into the limit.