If while tagging you encounter a new type of transaction and want to add a new tag to your chart of accounts, you can do so directly from the tagger.

Use the search bar at the top of the screen to look for one of our pre-set categories.

If you see what you're looking for in the list, hit the (+) icon and can be added with a single click. You can also use these default categories as a starting point because they are tied to a Schedule F box, but edit the name later in Settings to fit your use case.

This is where you'll find all of your categories.

Use the +Add button to create new categories, or use the pencil to the right of each category to edit individual categories.

Go to Settings → Categories, click the pencil next to the category, and select Archive. This hides it from your tagger but keeps all existing tags and history — archived categories still show in your analytics, accounting, and exports.

To restore an Archived category, just re-add the category with the exact same name and parent. There's no unarchive button.