4. Tag your transactions

Choose 'Transactions' from the menu

 

Search

Use a combination of the Account Selector and the search bar to narrow your search.

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Editing and tagging transactions

Click/tap on an individual transaction description to change the description.

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Click/tap on an individual transaction tag to activate the pop-up transaction list. Select the appropriate tag from the options given or create a new custom tag by clicking on 'Add a tag'.

Remember to tick the 'Tag similar transactions' checkbox before selecting the tag if you want transactions with similar/same descriptions to be tagged the same.  This will not only apply the same tag to existing transactions; it will apply the tag to transactions with similar/the same description that come into your Money Dashboard in the future.

You can also click on the blue 'Multi Edit' icon above the search field to enable multi-editing.

 

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