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Categories vs. Tags for Expenses Categories sort the books; tags slice them your way. Use both without overthinking it. Expenses Organization Tags Organize expenses with categories and tags Categories and subcategories group your spending while tags slice it another way, and reports drill down by both. Expenses Tags Tag invoices for reporting Add tags like rush, recurring, or retainer to your invoices so reports can break down billed amount by the categories you care about. Invoices Reporting Tags