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How can i tag my transactions? - Knowledgebase / macOS-Version / Automatische Kategorien & Manuelle Tags - Outbank Helpdesk

How can i tag my transactions?

On your Mac you can easily tag your transactions with #tags.

There are two options to tag your transactions. First choose the account in the list of your accounts.

1. Tag one transaction
If you move the mouse over a transaction in the list of transactions in your account, the button 'Add Tags' will appear.
Click on that button an start entering your tag (#). You can add an idividual tag, by entering #yourtag, then press the 'Enter-key' and then 'Done'.

2. Tag more transactions at once: 
Press and hold the cmd-key and then mark the transaction you want to tag. 
At the ende of your transaction list you will find the Tag-Symbol. Here you can add tags the same way as you do with a single transaction. You can add an idividual tag, by entering #yourtag, then press the 'Enter-key' and then 'Done'.

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