Assigning Transactions to Groups and Tags

Assigning transactions to groups and tags is how you build profitability views. Once assigned, those transactions are included when you run a profitability report for that group or tag.

How to Assign During Transaction Creation

  1. Open the Add Transaction form.
  2. Fill out the transaction details (type, vendor, category, amount, etc.).
  3. Scroll to the Profitability Assignment section below the main form fields.
  4. In the Groups dropdown, select one or more groups. These are your existing animal/operational groups and will show as “Group Name (Static)” or “Group Name (Smart).”
  5. In the Tags dropdown, select one or more tags.
  6. Click Save.

How to Assign on an Existing Transaction

  1. Open the Ledger.
  2. Find the transaction and click the three-dot menu (⋮) → Edit.
  3. Scroll to the profitability assignment section.
  4. Add or remove groups and tags as needed.
  5. Click Save.

Creating a New Tag Inline

If you need a new tag that doesn't exist yet:

  1. In the transaction form, click the Add Tag button next to the Tags dropdown.
  2. Enter the tag name.
  3. Save the new tag.
  4. The tag is now available to select in the dropdown.

Multiple Assignments

  • You can assign multiple groups to one transaction. This means the transaction will appear in the profitability report for each of those groups.
  • You can assign multiple tags to one transaction. The hint in the form reminds you: “Use multiple tags when one transaction needs to roll up into several views.”
  • A transaction can have both groups and tags assigned simultaneously.

Viewing Assignments

When editing a transaction that already has assignments, the current groups and tags are shown as selected in their respective dropdowns. An Assignment Summary section may also display them as clickable chips.

Tips

  • Assign as you go. It's easier to assign groups and tags when entering the transaction than going back later.
  • Be consistent. If you're tracking feed costs for a specific group, make sure every feed transaction for that group gets assigned.
  • Use tags for one-off tracking. Tags work well for temporary or event-based tracking like “Spring Roundup 2026” or “Drought Expenses.”