Tag Transactions in a Register

Now that Tags have been enabled you will notice a new field when entering transactions. This is an optional field, in which you can select one of the Tags you have set up. Once selected, you’ll see the assigned tag listed in the Tag field in blue. You can choose to add additional tags to the transaction if you’d like.

Entering from the Register

Tag Transactions in a Journal Entry

Entering from Journal Entry

Edit Transaction to Add Tags

If you post a transaction before assigning a tag you can simply click on the transaction listed in your Transaction History, select the Tag and then click “submit” to update and save the transaction. 

Assigning Tags to a Donation Purpose

You can also assign Tags to the Purposes that are used in Donations so that the linked Accounting transactions have a tag applied. This will be done in the same area where you assign the income account and fund to a Purpose that should be used to track in Accounting.

You can assign more than one tag if needed, and all tags will be listed underneath the Tag field in blue.