What labels are

A label (also called a tag) is a free-form keyword you attach to one or more receipts. Unlike categories — which represent what was purchased — labels represent why, where, or for whom the expense occurred.

Example uses:

Label	Purpose
`client-dinner`	Receipts to submit on a specific client expense report
`q1-2026`	Everything incurred in Q1 for a quarterly review
`home-office`	Deductible home-office costs at tax time
`reimbursable`	Expenses awaiting employer reimbursement
`wedding-budget`	One-time event tracking across multiple categories

Labels and categories work together: a receipt can be in the Restaurants category and tagged client-dinner + reimbursable at the same time.

Creating a label

From the receipt detail page

Open a receipt.
Use the tag / label field if your current client exposes it.
Select existing labels or add a new one when that action is supported by the client.

From the Labels management page (Web / Admin)

Go to Settings → Labels.
Click New Label.
Enter a name and choose an optional colour for easy identification.
Click Save.

Labels created here are immediately available across all receipts in the organisation.

Editing and deleting labels

Go to Settings → Labels.
Click the label you want to change.
Edit name or colour: update the field and click Save.
Delete: click Delete Label.

Warning: Deleting a label removes it from all receipts it was attached to. This action cannot be undone. The receipts themselves are not deleted.

Filtering receipts by label

In the Receipts list

Open Receipts in any ledger.
Click Filters.
Select one or more labels from the Labels dropdown.
Use the current client's filter behavior to narrow results.

Exporting receipts by label

Apply a label filter as described above.
Click Export → CSV.
The export contains only the filtered receipts.

The exported CSV includes a labels column with a comma-separated list of all labels attached to each receipt.

Tips

Keep label names lowercase and hyphenated (e.g. home-office not Home Office) for easier search and automation consistency.
Use labels for temporary groupings (a trip, a project, a filing period) and categories for permanent classification.
Labels are organisation-scoped. All members can see and apply all labels. If you need private grouping, use a personal ledger instead.