ExpenseBot

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

No. Creating a new tag bundle through the wizard never overwrites a tag you've already assigned. Retroactive apply only fills in receipts where the Tag column (Column K) is empty.

No. Creating a new tag bundle through the wizard never overwrites a tag you've already assigned. Retroactive apply only fills in receipts where the Tag column (Column K) is empty.

What retroactive apply does

When you save a new tag bundle through Settings → Manage Tags → ✨ Create a Tag with AI (Realtor, Wedding, Rental Property, Agency, or any custom AI-generated bundle), ExpenseBot scans your receipts from the last 90 days and assigns the new tags to receipts that match — but only to rows where the Tag column is currently blank.

You'll see a toast like "5 tags saved. Applied to 37 existing receipts across all tags." — that "37" only counts previously untagged receipts.

What it does NOT do

  • It does not overwrite a tag you assigned manually.
  • It does not overwrite a tag the AI assigned earlier from a different bundle.
  • It does not touch receipts older than 90 days.
  • It does not change tags on any future receipts that already get tagged at scan time.

Why this matters

If you've already spent time categorizing receipts — manually or via an earlier wizard — that work is safe. The new bundle just fills in the gaps in your untagged history and starts auto-tagging new receipts going forward.

What if I want a previously-tagged receipt to use the new tag?

Open your spreadsheet, find the receipt in the Tag column (Column K), click the cell, and pick the new tag from the dropdown. Manual edits always win — the wizard won't touch it again.

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