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Creating and using Labels

Labels can be used to identify transactions, can be preset as a column in the ledger, and be used as a datapoint in the filters.

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Written by Cryptoworth Support
Updated over 2 weeks ago

Creating a label

  1. Click on the More Options tab from the side panel and select Chart of Accounts.

  2. Click on the Labels tab.

  3. Click + New Label to add a label.

  4. Enter a name for your label in the 'Add Label' text field.

  5. Optionally, click on + Add to define additional labels.

  6. Click on Add Label.


Assigning labels to transactions

  1. From the side panel, navigate to the Transactions page.


  2. While on the Transactions page, click on the Info button of a transaction.


  3. Click + Add Label.


  4. Click on the Library button to open the list of labels in your account.


  5. Select the label you want to assign to the transaction.


  6. Click Save.

Bulk labeling multiple transactions

  1. While on the Transactions page, use the checkbox column to check multiple transactions.



  2. Click on Bulk Action.



  3. Select Label Transactions.


  4. Click on the Library button to open the list of labels in your account.


  5. Select the label you want to assign to the transactions.


  6. Click Label to confirm.

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