User manual

Tag list

Tag list

This page shows all tags available in the workspace.

Why use tags?

Tags add an extra filtering and grouping layer on top of categories. They are useful when you want a finer breakdown inside the same category.

Main elements

New tag button

Opens the form for creating a new tag.

Tag table

Shows the name, colour, usage count, and available actions.

Edit and delete

Each row lets you maintain a tag directly. Tags that are still in use (assigned to at least one transaction) cannot be deleted until you remove them from those transactions first.

Typical use cases

separating projects
distinguishing family and business items
marking reimbursable expenses

Statistics

The tag list page includes a Statistics tab showing how much was spent or earned per tag within a selected period.

Related pages

14. Savings goals Create or edit a tag

1. Introduction

CaeliBudget is a workspace-based financial management application.

A *workspace* is the isolated unit that owns your accounts, categories, transactions and tags. A user can belong to multiple workspaces (e.g. *Household*, *Business*), and every membership is bound to a **role**.

Create or edit a workspace

This page is used to create a new workspace or update the core settings of an existing one.

Workspace onboarding

This page guides you through the first setup steps of a newly created workspace.

Workspace members

This page manages the list of users who can access the workspace and their roles.

After sign-in your home screen is the **Dashboard**: a consolidated view of your workspace's balances, spending split, budgets, savings goals and most recent transactions.

An *account* represents a concrete money-holding instrument inside a workspace: bank account, cash, credit card, savings, etc. Every transaction is bound to exactly one account (a transfer touches two — source and destination).

Create or edit an account

This page is used to add a new account or update the settings of an existing one.

Categories let you classify transactions so statistics, budgets, and exports can group them meaningfully.

Create or edit a category

This page is used to create a new category or fine-tune an existing one.

Category statistics

This page shows the detailed activity of a selected category.

4. Transactions

A transaction is the atomic unit of CaeliBudget: every income, expense or transfer is stored as one transaction.

4.1 Create a new transaction

This page is used to quickly and accurately record a new income, expense, or transfer between accounts.

Import transactions from CSV

This page is used for bulk transaction upload from a CSV file.

7. Planned transactions

A *planned transaction* is a template that either automatically generates **real transactions** at a fixed cadence, or pre-generates **planned occurrences** that you confirm before they are booked.

Planned transaction form

This page is used to define regular income, expense, or transfer rules that either generate transactions automatically or create planned occurrences for your review.

A *budget* defines a cap (or target) for one category over a period of time. CaeliBudget continuously shows where you stand against it.

This page is used to create or edit a budget linked to a category.

14. Savings goals

The Savings Goals module helps you separate money reserved for specific targets from day-to-day spending. Each goal is linked to a dedicated virtual account that sits beneath a savings account.

Create or edit a tag

This page is used to create a new tag or update an existing one.

This page is used to manage your own user details and password.

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