How-to guide: Tagging a transaction

If you’re reading this guide, you should have already:

• Pulled your bank transactions into Finmo, or 
• Started adding transactions manually to Finmo

(Or both of the above.)

Now, it’s time to start tagging transactions, which will let you:

• Get an accurate real-time tax estimate
• Save time and energy when doing your tax return
• Stop missing claimable business expenses 

How to tag transactions on a laptop or computer (desktop)

1. Log into the Finmo portal 
2. Tap the double arrow transactions icon on the navigation bar on the left-hand side of the screen.
3. Check that you have selected the tax year your transaction is in.
4. Choose whether to look at ‘All’ transaction types, or just ‘Income’ or ‘Expenses’.
5. Choose the relevant income source/tag for the transaction from the ‘Tag’ column.

The options you’re given here will be based on the jobs you’ve set up within ‘Settings’ > ‘Income sources’.

How to tag transactions on a mobile

1. Log into the Finmo app 
2. Tap the double arrow transactions icon on the navigation bar at the bottom of the screen.
3. Click the ‘Filter’ button to look at a specific date range, the type of transaction, and price range. You can also choose to show untagged transactions only.
4. Scroll to find the transaction you want to tag.
5. Click the ‘No Tag’ button on the transaction (it’s just underneath the name of the supplier)
6. Select the relevant income source/tag for the transaction

The options you’re given here will be based on the jobs you’ve set up within ‘Settings’ > ‘Income sources’.