Tagging a transaction

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

1. Choose an option for finding the relevant transaction.
   • Select a transaction from the Transactions section of the Dashboard screen.
   • Select an account from the Accounts area of the Dashboard screen to view transactions for a specific account.
   • Select an account from Banno Online main menu > Accounts to view transactions for a specific account.
2. Select a transaction.
3. In the Transaction details window, select Add tags.
   
   

   

   
   
4. Choose a situation and follow the corresponding steps.

   Situation	Steps
   Creating a new tag	Select + Add tag. Using the keyboard entry that appears, input a tag name. Select Done.
   Assigning an existing tag	Select a tag from the list of previously created tags.

   After adding a tag to a transaction, the Add tags icon and text color turn green on the Transaction details screen, and any tags appear below the icon.