Tags

AccPal.com introduces multi-level tagging, allowing users to add multi tags to a single transaction.

To help you better understand this feature, we've created an example:
Example 1 - Basic Introduction To Multi-Level Tagging with budget

What can user do with tags?

  • Lazy to type? Try replacing description with tagging
  • Tagging enables reporting, budgeting, and search capacity
  • For business, replacing chart of accounts with multi-level tagging, it is a lot better
  • If you use tagging for chart of accounts, double entry book keeping is just another step away
  • Other creative or personalized usage? Sure, feel free to use tagging in your own way

AccPal accounting software tag example

Adding new tag

To add a new tag, Click "Menu"
Under "New", Click "New Tag" on the second column
A popup window will open, and you may enter details
Notice that you may have duplicated tag names, but it's not recommended to do so.
Tags with same name will still be treated as different tags

List all tags

To list all tags, go to "Menu" -> "Profile"
Click "Tags" on the second column

Edit a tag

Go to list all tags
Right click on the tag name from the list and select "Edit"

Delete a tag

Go to list all tags
Right click on the tag name from the list and select "Delete"