Glossary

Updated 2026-11-01

Tag. Your own way to slice the books, such as a program, grant, department or funding source. A company can have as many tags as it needs. See Tag lines by program, grant, department and more.

Tag value. One choice of a tag, such as *Youth* for Program. Values can sit under other values (*Youth › Summer camp*). A report on a value includes the values under it.

Built-in tags. Cost center (location, department or class) and Project. They work like your own tags in reports and rules, and you manage them on their own pages.

Required tag. A rule that says every line on an income or expense account must carry a tag. A line without it is not saved.

No … (untagged). Lines that do not carry a tag show under *No program*, *No department* and so on. That way a report by tag always adds up to the full report.

Cross-tab. A table of one tag's values against another's, such as Program × Department. Its grand total is the net income for the same dates.

Archived. Hidden from forms but kept on every line and in every report. A tag or value that was used is archived rather than deleted.

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