You can add labels to help organise and easily locate your files.
Adding a label to a file
You can add multiple labels to a single file, and you can add a single label to multiple files in one go.
Add a label - the Files page
- Head to the Files page (Manage > Files)
- Open the file you would like to add a label to
- In the Labels box add an existing label or create a new one
- Click Save changes
Add a label - from a transaction
- Head to the Transactions page
- Open the transaction with the file you want to add a label to
- Click either the file preview or the Attached files paperclip icon and select the file
- Select or create a new label
- Click Save changes
Add a label - from a budget event
- Head to the Calendar
- Open the budget with the file you would like to add a label to
- Click either the file preview or the Attached files paperclip icon and select the file
- Select or create a new label
- Click Save changes
Adding a label to multiple files
- Head to the Files page (Manage > Files)
- Tick the checkbox of the files you would like to add a label to
- Once a file(s) is ticked a Labels option will open
- Select an existing label or create a new one
- If creating a label click Create X
- Click Apply
Removing a label from a file
Remove a files label - via the Files page
- Head to the Files page (Manage > Files)
- Open the file with a label you would like to remove
- Delete the label from the file by clicking the X in the Labels box
- Click Save changes
Remove a files label - via a transaction
- Head to the Transactions page
- Open the transaction with the file you want to remove a label from
- Click either the file preview or the Attached files paperclip icon and select the file
- Click the X next to the label you want to remove
- Click Save changes
Remove a files label - from a budget event
- Head to the Calendar
- Open the budget with the file you would like to remove a label from
- Click either the file preview or the Attached files paperclip icon and select the file
- Click the X next to the label you want to remove
- Click Save changes
