Overview
The Tags API allows you to create and manage tags for organizing transactions. Tags provide a flexible way to label transactions with multiple attributes, making it easy to filter and analyze your financial data.List All Tags
GET /v1/tags
Query Parameters
Page number for pagination
Response Fields
Tag ID
ISO 8601 timestamp of creation
ISO 8601 timestamp of last update
Tag name/text
Optional date associated with tag (YYYY-MM-DD)
Tag description
Geographic latitude
Geographic longitude
Map zoom level
Create Tag
POST /v1/tags
Request Body
Tag name (1-1024 characters, must be unique)
Tag description (1-32,768 characters)
Date associated with tag (YYYY-MM-DD, after 1970-01-02, before 2038-01-17)
Geographic latitude (-90 to 90)
Geographic longitude (-180 to 180)
Map zoom level (0-80)
Location Support:Tags support location information, making them useful for tracking expenses by place. This is particularly helpful for:
- Travel expenses
- Business trips
- Location-based spending analysis
Get Tag by ID
GET /v1/tags/{tagOrId}
You can use either the tag ID (integer) or tag name (string) in the URL.
Examples
GET /v1/tags/42- Get tag by IDGET /v1/tags/vacation-2024- Get tag by name
Update Tag
PUT /v1/tags/{tagOrId}
Accepts the same parameters as Create Tag. All fields are optional.
Delete Tag
DELETE /v1/tags/{tagOrId}
Deletes the tag. Transactions with this tag will have it removed.
Related Endpoints
Get Tag Transactions
GET /v1/tags/{tagOrId}/transactions
Returns all transactions associated with this tag.
Query Parameters
Page number for pagination
Start date filter (YYYY-MM-DD)
End date filter (YYYY-MM-DD)
Transaction type filter:
withdrawal, deposit, transferGet Tag Attachments
GET /v1/tags/{tagOrId}/attachments
Returns all attachments associated with this tag.
Best Practices
Tag Naming Conventions
-
Use lowercase with hyphens:
vacation-2024,business-trip,client-acme - Be descriptive but concise: Tags should be easy to read and understand at a glance
- Use categories for broad classification: Reserve tags for specific attributes or projects
Common Tag Uses
Projects and Events:home-renovationwedding-planningvacation-japan-2024
tax-deductiblebusiness-expensereimbursable
client-acme-corpgift-for-momshared-with-roommate
pending-reimbursementneeds-reviewpersonalwork
Multiple Tags
Transactions can have multiple tags. Use this to create flexible classification systems:Tags vs Categories vs Budgets
- Categories: Broad classification (what type of expense)
- Budgets: Financial planning (how much to spend)
- Tags: Flexible attributes (additional context)
- Category: Travel
- Budget: Vacation
- Tags:
japan-2024,business-trip,reimbursable