What Are Tags and How Do They Work?

Tags let you group your transactions around a specific theme, event, or purpose so you can clearly see how much you’ve spent in that area.

For example:

• If you go on a Dubai holiday, you can tag all related expenses with “Dubai”. At the end, you’ll see exactly how much the entire trip cost.

• If you’re celebrating your Uni Graduation, you can create a tag like “Graduation” and track all the spending tied to that event.

You can create as many tags as you like, and they can be as broad or specific as you need.

• Budgets show you how much you’ve spent within a planned category, such as Travel or Groceries.

• Tags add another layer of detail. For example, within your Travel budget, you could tag transactions as “Dubai”, “Japan Trip”, or “Weekend Getaway”. This way, you can see both:

  • How much you’ve spent overall on Travel (your budget).

  • How much you specifically spent on Dubai (your tag).

In short: Categories/Budgets are about the “type” of spending, while Tags let you zoom in on the “why” or “what for.”

💡 Good to know: you can also create sub-categories underneath your main budget Category to group transactions together under one main category in Billroo. For example, you might have a category called Wedding with a subcategory of Reception and another for Clothing. You'll find more info on how to create and manage subcategories via this link: https://help.billroo.com/en/articles/12569729. Using a combination of Categories, Sub-categories and Tags gives you plenty of flexibility in structuring your budget to meet your goals.

Below is a video from Queenie explaining how she uses Tags to manage her budget effectively.