1. Important to Note when using 'Tag similar Transactions'
2. What is 'Tag similar Transactions' and why is it useful?
3. How to 'Tag similar Transactions' on Web
4. How to 'Tag similar Transaction' on Mobile (iOS)
5. How to 'Tag similar Transaction' on Mobile (Android)
Important to Note when using 'Tag similar Transactions'
The 'Tag similar Transactions' feature works by reading the description of your transactions. As such, it is important to take this into consideration when choosing to apply 'Tag similar Transactions'.
For example, all PayPal transaction will be picked up by the system as a similar transaction and be assigned the same tag once you apply 'Tag similar Transactions' even though you might want to assign a different tag for different PayPal purchases.
What is 'Tag similar Transactions' and why is it useful?
The 'Tag similar transaction' feature is handy to avoid having to repeat manually tagging each similar transaction in your existing transaction list, as well as future transactions.
What would happen is the original Tag you apply to this one transaction would apply across other transactions that the system picks up as being similar. Each time you select 'Tag similar transactions', this is stored as a tagging rule. We have an article on that here.
How to 'Tag similar Transactions' on Web
How to 'Tag similar Transaction' on Mobile (iOS)
How to 'Tag similar Transaction' on Mobile (Android)
Something's Gone Wrong?
For any other issues when using your tags, you can find Help articles on common problems and solutions regarding Tags here.