- 1
create a tag the first time you need it
open the receipt, click into the tag picker, and start typing. if no tag matches, you'll see "create '<name>'" — tap it to mint the tag and apply it in one step.
- 2
apply tags at scan time or after
the scan flow has a tag picker right next to the category. you can also tag from the receipt detail any time after.
- 3
filter by tag from the list
the toolbar has a tag filter alongside category. "trip to atlanta" + date range pulls every receipt from that trip in two clicks — useful for client expense reimbursements.
tiptags are most powerful for one-off projects. for ongoing classification (anything you'll reuse forever), use the category. tags can pile up — categories shouldn't.
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