# Tags

Tags are how you organize your spend in Finora. Every chart, drilldown, report, and export can be sliced by tag — so a well-tagged dataset answers questions like *"What did Customer X cost us last month?"* or *"How much did the Vision team spend on Anthropic?"* in seconds.

## How tags look

A tag is a `category:value` pair. Examples:

* `team:platform`
* `team:vision`
* `customer:acme-corp`
* `environment:production`
* `project:q2-pricing-launch`

Categories and values are free-form, but Finora ships with a curated set so you don't start from a blank page.

## The starter tag library

Finora ships with **31 ready-made tags** across **6 categories**. Open **Tags** in the sidebar to browse them.

| Category        | Sample values                             |
| --------------- | ----------------------------------------- |
| **Environment** | production, staging, development, preview |
| **Team**        | platform, vision, growth, data            |
| **Project**     | q2-pricing, launch-readiness, migration   |
| **Customer**    | acme-corp, globex, initech                |
| **Cost type**   | inference, training, evaluation           |
| **Region**      | us, eu, apac                              |

Edit them to fit your taxonomy, or remove the ones you don't need.

> **Tags are shared across your workspace.** This is intentional — tagging only works if everyone uses the same vocabulary.

## Three ways to apply tags

### 1. One-off tagging

From the Overview page, click the tag area on any cost row. A multi-select dropdown lets you add or remove tags. Changes save instantly.

Best for: occasional fixes, ad-hoc investigations.

### 2. Bulk tagging

Apply tags to many costs at once:

1. Open the Overview page.
2. Use the filter row to narrow to the costs you want to tag (e.g., provider = OpenAI, model = `gpt-4o`).
3. Click **Select all** or check rows individually.
4. Click **Bulk tag**, pick the tags, and click **Apply**.

Best for: backfilling tags after introducing a new category.

### 3. Automatic tag rules (Enterprise)

Define a rule once, and Finora applies the tag automatically to every matching cost going forward — including your historical data when the rule is first saved.

> **Plan requirement.** Automatic tag rules are available on **Enterprise**.

#### Creating a rule

1. Open **Tags → Virtual tag rules** tab.
2. Click **+ New rule**.
3. Set up the rule:
   * **Match condition** — provider, model, project, or a pattern on the event identifier
   * **Apply tag** — pick a `category:value` from your library
4. Save.

#### Example rules

| Match                                                      | Tag applied                 |
| ---------------------------------------------------------- | --------------------------- |
| Provider is OpenAI **and** model contains "gpt-4o"         | `model-family:gpt-4`        |
| Provider is Anthropic **and** model contains "haiku"       | `model-family:claude-haiku` |
| Provider is AWS **and** linked account = 1234567890        | `team:platform`             |
| Provider is Cursor **and** user email contains "@acme.com" | `customer:acme-corp`        |

## Filtering and grouping by tag

Every chart on the Overview, Dashboards, and Reports pages has a tag filter:

* Click any tag in a chart legend to scope the entire page to that value.
* Use the tag dropdown in dashboard widgets to compose precise views.

In Reports, set the **Group by** to a tag category to break down spend by team, customer, project, or any other dimension you've defined.

## Naming tips

A few conventions go a long way:

* **Lowercase with hyphens** — `team:vision-research`, not `Team:Vision Research`
* **Singular categories** — `team:`, not `teams:`
* **Stable IDs in the value** — use a slug like `customer:acme-corp` instead of a display name that might change

A consistent scheme prevents the "two tags that mean the same thing" mess.

## Limits

Tags themselves are unlimited. Automatic tag rules are limited to:

| Plan       | Automatic tag rules |
| ---------- | ------------------- |
| Trial      | not available       |
| Growth     | not available       |
| Scale      | not available       |
| Enterprise | unlimited           |

## Removing a tag

Open **Tags**, find the tag, click the trash icon, and confirm. When you delete a tag:

* Every cost that had the tag has it removed (the costs themselves stay).
* Any automatic rule that applied this tag is removed.
* Charts grouping by this value drop the corresponding series on next load.

There's no undo. If you delete by mistake, you can re-create the tag — but you'll need to re-tag the costs manually.


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