Tag transactions and add notes.

This is an answer for the Pocketbook web version. Switch to the mobile app answer.

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You can use Pocketbook's standard tags, or create custom tags to mark up a transaction.

 

To add tags:

 

  1. Click Transactions in the upper menu.

 

 

  1. Tap on your chosen transaction.

 

 

  1. Currently 3 default tags available: Tax Important, One Off Spend and Gift

 

  

 

  1. To create a custom tag click on the “add note” button

 

 

 

 

Tagging and placing notes to your transactions makes it easy to reconcile or review. We are planning more tags and generic markers in the future.

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