Tag your transactions

Tags group transactions across categories, like everything from one trip.

8 steps

  1. Step 1: Open More

    Tap the More tab.

    Step 1: Open More
  2. Step 2: Open Tags

    Tap Tags.

    Step 2: Open Tags
  3. Step 3: Create a tag

    Tap New tag.

    Step 3: Create a tag
  4. Step 4: Name it

    Tap Tag name and type a name. You can pick a color too.

    Step 4: Name it
  5. Step 5: Save it

    Tap Create new tag.

    Step 5: Save it
  6. Step 6: Add it to a transaction: tap +

    On the Dashboard, tap the + button.

    Step 6: Add it to a transaction: tap +
  7. Step 7: Open Tags

    Scroll down and tap Tags.

    Step 7: Open Tags
  8. Step 8: Pick your tag

    Tap the tag to add it, then tap Done. You can also type a new name here to create a tag on the spot.

    Step 8: Pick your tag

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