Adding labels to transactions
You can assign labels to your transactions from the Transactions page - either add labels to multiple transactions at once or, add a label when editing a single transaction.
You can have multiple labels for each transaction if you like!
Adding labels to a single transaction
- Head to the Transactions page
- Click on the transaction to open the edit form
- Click on the LABELS section and choose from your existing labels. You can add a new label by typing in the desired label name and clicking Create label: X
- Once you have added the appropriate labels, click Save and the labels will be added to the transaction
Adding labels to multiple transactions
- Go to the Transactions page
- Select the transactions to add the label to
- Click on the Labels button in the toolbar
- Use the drop-down menu to select an existing label. To create a new label, simply type in the desired label name and click CREATE
- Once you have selected the label(s) that you would like to add to the selected transactions, click APPLY
- The selected labels will now be applied to your selected transactions
