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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.