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Jon-t

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  1. That's a good way of looking at it and I do have the tags for 2013 nested under "2013" but don't apply the tag as there's no need to see all receipts for a whole year. I used to have an expenses notebook but have recently tried to keep notebooks to a minimum and use tags and search more. Its also easy to go month by month when putting things together for the accountant.
  2. I tend to try and think of a tag as a type of folder. EG. I store my expenses in EN so to add a receipt in a normal hierarchical system I would need to open : Expenses --> 2013 --> September Instead I have a main Archive notebook that holds everything and just tag the receipt September 2013. If I want to view all expenses for that month I can just click on the tag. One point - not sure if its the same on the desktop clients, but in the web interface you can nest tags many levels deep, not sure if this is a new feature but only noticed it recently.
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