Tagging a transaction

Tags empower end users to create and assign categories to transactions, helping them locate certain types of transactions quickly.

  1. Open the menu, select Accounts, and select an account.
  2. Select Transactions, and then select a transaction.
    The Details screen appears.
  3. Select Add Tags > Add Tag.
  4. Complete the appropriate action.
    • Enter a new tag.
    • Select from the list of previously created tags.
  5. Select Done.