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Income & Expense Tracking
Tagging Transactions
How do I view Untagged Income or Expenses?
How do I view Untagged Income or Expenses?
Updated over a week ago

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

  1. Navigate to the Income/Expenses tab

  2. By default, you’ll be in the ‘New’ section

  3. Your untagged transactions will be listed from newest to oldest

  4. 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

  1. Navigate to the Income/Expense Dashboard (Premium) or Transactions Dashboard (Pro)

  2. Change the Type filter to ‘New’

  3. If needed, adjust the Date filter to view transactions for a particular time frame

  4. Click the Business or Personal button to tag each transaction or use the Speed Tagging feature to tag multiple transactions at once

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