Creating A Label Library

In this tutorial, we will go over how to create a label library. 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.

Step 1

On the Classifications page, head to Labels.

Step 2

Click on the blue "New Label" button, then add a label. 

Step 3

Add the label to a transaction in the ledger. On the transactions page, click the Info button of a transaction and scroll all the way down. You will see a plus icon in the Label line, click that icon.

Step 4

Click the Library button and you will see any labels from the library that have been created.

Step 5

Another and faster way of adding the label to a transaction, select one or multiple transactions then the "Bulk" action button. You will be able to add a label and apply it to multiple transactions.