To set up Management Tags:

  1. In the settings screen: Select Tags.
  2. Click Set up Management Tag

 Personalise your Management Tag

  1. Enter a name for your Tag.
  2. Add a short name.
    This will be visible when you add a tag to a transaction or planned item.
  3. Add a description for more information.
  4. Choose a colour.
    This will help to easily identify your Tag when tagging transactions and planned items.
  5. Click Save.

What happens now:

You will now have the ability to add a tag to actual transactions and planned items. 

TIP: You can edit your tag preferences in the Settings - Tags screen

 by clicking directly on the tag you have created. 

Find out more

Overview of management tags
Purchase a management tag

Tags in transactions and invoices

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