Tags

February 17, 2025

You can now apply tags to transactions, to track income and expenses across different properties, entities, or individuals.

Tags in the Cashbook

Create them on-the-fly in the Cashbook or from your client's settings. Tags are fully customisable and you can create as many as you want.

Tag management

For those of you coming from the Xero world, they'll feel reminiscent of tracking categories. Only, for the moment you can't group them. We've kept things as simple as possible to begin with and want to hear your feedback on where to take them.

Give them a spin and let us know what you think.