If you’d like personalise your transactions so you know exactly what they are, you’ll want to use Tags. This is a great help at tax time, and will help you find your transactions really quickly.

From the Dashboard, click on an individual account. You’ll see all the transactions displayed in a list, and they’ll all say “No tags” in the Tags column.  

Just click on a transaction, and in the pop-up window select Tags. Here you can write whatever you like—something specific like “Business lunch with Angela Brown”, or just “School fees”.

You’ll be directed to save your new Tag as a Condition. The details are all pre-filled for you. Choose whether or not to apply this to your existing transactions with the toggle, select Create Condition and you’re done. 

Step 4 for setting up—Add a property.  If you don't have a property, let's make a Graph!