Tags for ad hoc analysis
Allow for tags to be applied to transactions to enable adhoc analysis and reporting (i.e. Tax year, expended by, intended for, etc.)
Allow for tags to be applied to transactions to enable adhoc analysis and reporting (i.e. Tax year, expended by, intended for, etc.)
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Comments1
team@waypointbudget
Jun 11
Hi @SCrawford,
Sorry this took so long, it became a rabbit hole as we had to update the transactions modal as well since now there are too many options in the form so we’ve made it compact and tucked away Extra Options.
You can now find a new Tags Input field where you can create/edit and add new tags to link to your transactions.
Once added to a transaction they should show up like this.
Please let me know if this now works for your use case or if there’s something I missed. I’m sure many will benefit from this so thank you for pushing this forward. In the next phase we are planning to introduce filters to search by certain tags so please stay tuned for that :)
Best,
Jamal