When your clients share accounts with you, you’ll see columns for Categories and Tags. Our system auto-categorises most transactions, and your client may have added some. They could also have added some tags with specific details as well. Any updates they make will automatically appear on your Clients page.
You can add or edit these for your own purposes as well. This would allow you to search and sort transactions for reporting and downloading. Just click on the Category or Tag in the transaction, and edit it in the pop-up window.
Adding or editing Categories
You can make changes to Categories while you are looking at a client's transaction list. Head to the Clients page and clicm on the client's name. Their shared accounts will appear. Click on the account name and you'll see the transactions for that account including the Category . Our system chooses the Category that seems to match the Description, but sometimes it gets it wrong.
To edit or add a Category, click on the one you’d like to change and and in the pop-up window start typing under the Category heading. There are lots of options but feel free to create your own,
Make your changes automatic
If you’re changing to an existing Category (rather than adding a new one), you’ll have the option to make this change automatic. If It’s a one-off change select No thanks. If you’d like this to apply to all future transactions with this Category name, press Yes please.
You’ll be directed to save your change 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.
Customise your clients' Tags
Tags are great for adding really specific details to your clients’ transactions so you can do more customised searches
From the Clients page, click on an individual account. You’ll see all the transactions displayed in a list, and unless your client has added some, 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.