Bookkeeping basics
What tags are & when to use them
Track jobs, properties, or projects.
Tags let you track money by job, property, or project — on top of the category.
- A category says what kind of money it is (like "Supplies").
- A tag says which job, property, or project it belongs to.
- Use them when you want to see profit per job, per property, or per project.
What happens next — once you tag, you can pull a report sliced by that tag.