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How do I tag a transaction as income, expense or savings?

Updated at October 13th, 2020

A transaction can be marked as INCOME, an EXPENSE or SAVINGS. Once you mark a transaction as one of the above, you can then assign it to a sub-category within that section such as towards a specific savings category (like #downpayment or #retirement) or towards a specific expense. You can also ignore a transaction if you don't want it included in your budget or cash flow calculations.

To mark a transaction as income, expense or savings, here are the steps to follow.

On Web:

  1. Click on a specific transaction to expose the transaction detail.
  2. Select the #category and you'll see a dropdown appear that allows you to select between income, expense or savings.
  3. Once you select an option, you'll have the ability to tag that transaction as a subcategory. For example, you can tag an expense transaction as #eatingout or #bestdogever.
  4. Your edits will automatically be saved and you'll have the ability to set a rule to do this always.

On Mobile:

  1. Go to the transaction detail page.
  2. Select the #category and you'll be taken to a new page that allows you to select between income, expense or savings.
  3. Once you select an option, you'll have the ability to tag that transaction as a subcategory. For example, you can tag an expense transaction as #eatingout or #bestdogever.
  4. Make sure you save your changes on the transaction detail page.
  5. Once your changes are saved, you'll see an alert to "do this always" which gives you the ability to easily create a rule for future transactions like this.

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