In order for your income and expenses to be reflected in your reports and tax estimates, you must tag your transactions as Business or Personal.
To view your untagged transactions on the Mobile App
Navigate to the Income/Expenses tab
By default, you’ll be in the ‘New’ section
Your untagged transactions will be listed from newest to oldest
Swipe to tag each transaction individually or use the Speed Tagging feature to tag multiple transactions at once
To view your untagged transactions on the Web App
Navigate to the Income/Expense Dashboard (Premium) or Transactions Dashboard (Pro)
Change the Type filter to ‘New’
If needed, adjust the Date filter to view transactions for a particular time frame
Click the Business or Personal button to tag each transaction or use the Speed Tagging feature to tag multiple transactions at once