How to find an expense by tag in SpendLists
Open the expense list that contains the purchase, tap the ellipsis, and choose Group Item, then Tag. Find the section named for your tag and open the likely item. Confirm the list, item name, date and original amount before using the record.
Group the expense list by tag
Suppose you remember tagging a printer purchase Studio. Open the expense list you expect it to be in, such as June expenses. Tap the ellipsis and choose Group Item, then Tag. Scroll to the Studio section and look at the rows under that heading.
SpendLists groups entries by the tag names stored on the items in the open list. If you used a different label for the printer, check the other relevant groups or use Item search when you remember part of the item name.
- Open the list where you expect to find the expense.
- Tap the ellipsis and choose Group Item, then Tag.
- Find the relevant tag section and open the likely row.
Confirm the expense before using it
Imagine the Studio section contains Printer for USD 189 on June 8 and Ink cartridges for USD 34 on June 15. If you also see a second printer entry, check the dates and amounts. The one you want might be the June 8 purchase even when another row has the same name.
Check that you started from the intended list. A similarly named item in another month can be an entirely different purchase. Read the currency as well as the number, especially if the list contains entries in more than one currency.
Use the search scope that matches what you remember
In search on the main list screen, choose Tag to look up a label such as Studio. Tapping a tag result opens the tag editor. If you only wanted to check the spelling, close the editor and return to the expense list.
Choose Item and search for “printer” when you know part of the purchase name. Open a matching item and check its details. The Item scope looks at item names, so searching Studio there finds entries with Studio in their names.
Look in nearby lists if the entry is missing
If June expenses has no printer under Studio, check the adjacent list where it could have been filed, such as May expenses or Studio equipment. Group that list by tag as well. If an item has a similar name, check its date and currency before treating it as the purchase you were looking for.
Once you find the entry, check its tag. If you called this purchase Equipment, you can use that label next time or update it to match the related Studio items. Check the name and amount before editing so the change lands on the right purchase.
Questions
Does tapping a Tag result show every expense with that tag?
Tapping the result opens the tag editor. Open an expense list and group its rows by Tag to see items with that label in the list.
What if I only remember part of the purchase name?
Choose the Item scope in search on the main list screen and type the part you remember. Check the matching item’s date and amount.
How do I tell two expenses with the same tag apart?
Open the likely rows and compare the name, date, amount and currency. Also confirm the list you opened.