Assign a Tracking Group to an out-of-pocket expense on mobile
This article explains how to use the FreeAgent mobile app to allocate a Tracking Group to an out-of-pocket expense.
Please note:
- You can select up to one active label from each active Tracking Group to allocate to the expense.
- You can select up to a total of 5 labels.
- You won’t see labels from hidden groups as an option to assign to an expense.
You can also use the mobile app to assign a Tracking Group to a bank transaction.
Assign a Tracking Group to an out-of-pocket expense
When creating or editing an out-of-pocket expense, scroll down and tap the ‘Tracking Groups’ section.
Select which label(s) you want to assign the expense to and tap ‘Save’.
Select ‘Save’ to complete the process.
Edit the Tracking Group labels assigned to an out-of-pocket expense
If you need to change the Tracking Group label(s) that has been assigned to an out-of-pocket expense, you can edit the expense and change the label(s).