How do I create tags?

Using Custom Tags in Hedgi Transactions

When logging transactions in Hedgi, you have the ability to create custom Tags to organize and track activity.

Adding Tags:

• When categorizing a transaction, choose “Add New Tag” if none of the existing tags apply.
• Give the new tag a descriptive name relevant to that transaction (e.g. “Tech Events”, “Hardware Upgrades”).
• The new tag will now be available to select for other transactions.

Benefits of Custom Tags:

• Tags allow custom categorization beyond the standard options.
• Help group transactions for reporting.
• Can track project-based spending by assigning a specific tag.

Take advantage of tags to label transactions in ways most meaningful for your business. Having customized tags makes filtering and tracking financial data much easier in Hedgi.