Create or edit a tag group

Tag groups help to manage the tags you’ve created for your transactions and invoices. When you create a tag, place it within a tag group to keep track of related projects.

Create a tag group

Edit a tag group

Create a tag group

To create a tag group:

1. On the left-side menu, click Accounting > Tags.
2. At the top right, click Create new, then select Tag group.
3. Enter a name. Each tag group must have its own name. Names are not case sensitive, so a tag named House and HOUSE are the same.
4. Click Save.

Edit a tag group

To edit a tag group:

1. Open the Tags page.
2. Click the tag group.
3. In the pop-up, edit the tag name, then click Save.
4. To delete the group, select Delete, then click Delete again to confirm.

Once a tag group is deleted, it cannot be recovered.