FAQ

TagMySpend is a transaction categorization product. It helps turn messy, inconsistent transactions into clean, tax-ready categories using deterministic rules so your ledger stays organized.

TagMySpend is inspired by the “clear overview” feeling of consumer fintech apps, but the focus is tighter: high-quality categorization and an audit-friendly ledger, not a full budgeting dashboard (yet).

We use a secure account connection provider to connect to your financial institutions. You authenticate directly with your bank within the provider connection flow. TagMySpend does not see or store your bank login credentials.

At a high level, TagMySpend processes transaction data such as dates, amounts, merchant or transaction names, and categorization metadata. This enables deterministic rules to categorize consistently over time.

No. TagMySpend never stores your bank login credentials. Credentials stay between you, your institution, and our account connection provider.

No. The SMS program is transactional — used for transaction categorization prompts and account notifications (for example, when an account needs to be re-linked).

Reply STOP to opt out. You can reply HELP for help. Message frequency varies. Msg & data rates may apply.

SMS is coming soon pending 10DLC approval. This v1 site exists to support compliance registration and provide a polished landing page.

TagMySpend is currently in early access. Pricing will be finalized after early feedback and feature scope is validated. See the Pricing page for a preview.

Visit the Contact page for our support email. We typically respond within 1–2 business days.