Skip to main content
How to Manage and Add Analysis Tags

The steps required to manage and add Analysis Tags in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated yesterday

You can create, disable or delete Analysis Tags.

These allow you to categorise and filter your transactions.

  1. Go to Settings > Analysis tags

  2. From the Analysis tag window, you can:

  • Create new tags from the - Add Tag - button

  • Delete current tags

  • Deactivate or Reactivate a tag if you don't want to delete it

  • Mark a tag as the default

  1. Click Save to apply any changes.

Did this answer your question?