Transaction tagging gives you an extra way to organise and review your financial activity.
Worthic already keeps the core structure of each transaction: the account it belongs to, its category, date, amount, description, and any reporting-line context. Tags sit above that structure. They let you add your own labels for the way you want to search, group, filter, or review transactions.
For example, you might tag transactions as Tax review, Travel, Director expense, Europe trip, Quarterly review, or Follow up. These tags do not replace categories or reporting lines. They give you another practical view across them. A tag can group transactions from different accounts, categories, months, or reporting lines into one working set.
You can add tags manually whenever a transaction needs extra context. This is useful for review workflows, temporary analysis, audit preparation, project tracking, or any grouping that does not fit neatly into the main accounting structure. Tags can be changed or removed later, so they remain lightweight and flexible.
As your records grow, tags make it easier to return to the transactions that matter. You can use them to filter lists, support reviews, and build clearer answers without changing the underlying transaction record.
Worthic can also help by recognising familiar patterns and suggesting tags for recurring or similar transactions. Automation is there to reduce repeated admin, while you stay in control of the final tagging structure.