ExpenseBot

If I create a new tag wizard, will it overwrite my existing tag assignments?

No. Creating or editing a tag does not change any existing expense.

No. Creating or editing a tag does not change any existing expense.

What happens after you create a tag

Open Settings → Expense Organization → Expense Tags → Manage tags. You can use Quick setup, create with AI, or add a tag manually. ExpenseBot saves the tag for future receipts, then offers Tag existing expenses when you already have expenses available to organize.

That button opens Review expenses, where you choose the exact rows that should receive the new tag. You can apply one tag to several selected expenses at once.

What creating a tag does not do

  • It does not automatically retag old receipts.
  • It does not overwrite a tag you assigned manually.
  • It does not change an existing report.
  • It does not silently choose between two possible tags.

ExpenseBot may separately show high-confidence tag suggestions in Review expenses. Suggestions identify the proposed rows and require your approval before anything changes.

To replace an older assignment, open Review expenses, select the expense, and choose the new tag. Manual choices remain authoritative.

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