Skip to main content

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.

R
Written by Richard Pasquin

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.
    ​

Did this answer your question?