To set up Management Tags:
- In the settings screen: Select Tags.
- Click Set up Management Tag
Personalise your Management Tag
- Enter a name for your Tag.
- Add a short name.
This will be visible when you add a tag to a transaction or planned item.
- Add a description for more information.
- Choose a colour.
This will help to easily identify your Tag when tagging transactions and planned items.
- 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.