Assign a Tracking Group to a bank transaction on mobile
This article explains how to use the FreeAgent mobile app to assign a Tracking Group to a bank transaction.
Please note:
- You can select up to one active label from each active Tracking Group to allocate to the bank transaction.
- You can select up to a total of 5 labels.
- You won’t see labels from hidden groups as an option to assign to the bank transaction.
You can also use the mobile app to assign a Tracking Group to an out-of-pocket expense.
Assign a Tracking Group to a bank transaction
You can assign a Tracking Group to the following types of bank transactions:
Money in
- Sales
- Refund
- Rental Income (unincorporated landlord accounts only)
- Other Money In (income categories only)
Money out
- Sales Refund
- Payment
- Rental Income Refund (unincorporated landlord accounts only)
- Other Money Out (Realized Currency Exchange Loss category only)
When explaining or editing a bank transaction, scroll down and tap the ‘Tracking Groups’ section.
Select which label(s) you want to assign the bank transaction to and tap ‘Save’.
Select ‘Explain transaction’ or 'Save changes' to complete the process.
Edit the Tracking Group labels assigned to a bank transaction
If you need to change the Tracking Group label(s) that has been assigned to a bank transaction, you can either use the mobile app to edit the transaction and change the label(s), or use Find and Fix on the desktop version to edit the Tracking Group labels for multiple transactions in bulk.