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Tagging Transactions
Tagging Transactions
Updated over 10 months ago

We're thrilled to share our all-new enhanced transaction tagging feature is now live! 🌟 Take your financial control to a whole new level. Here's how tagging works:

  • Track tags by category: Now, you can easily track transactions by Project, Customer, Department, and Location.

  • Gain Insightful Spending Analysis: Effortlessly categorize and analyze your spending patterns for a clearer financial overview.

  • Create more accurate budgets and forecasts: Utilize tagged transactions to plan confidently, and understand your Toolbox spending easily.

You can create new tags by visiting the tags section of your dashboard or directly from your transactions page. Select "Add Tags" to start tagging your spend!

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