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Using favorite filters as a label


What is a favorite filter and how it interacts with labels?

  • You can create your own labels on the Labels page or you can set up a Favorite filter on the Transactions page and use this filter as a label.
  • This is a great way to expand your own label capabilities. From the simple From/To labels, now you can add unlimited properties and specify transaction labels as much as you want. 
  • Using a Favorite filter as a label saves you from duplicating your work in the Filters and Labels pages and saves you time.
  • To set up this interaction between filters and labels, you must first create the Favorite filter.

‼️ Important: If you use this label, you can't create a favorite filter that includes labels, because this would be a circular task and the system won't accept it.


Creating a favorite filter

To create a Favorite filter, follow these steps:

  1. Head to the Transactions page.
  2. Click on Filter.
  3. Select Add filter in the new menu that appears.
  4. Fill in the Filter builder where you can choose from many different transaction characteristics
    • ‼️ Note: Don't include any 'Label' selection if you want to use this favorite filter as a label later.
  5. You can add as many Filters as you like to the creation page.
  6. When you have added the Filters you need, click Favorite.
  7. Give the filter a Name and click Save.
  8. In the Favorite Filter tab (under the pop-up drawer), you will see the filter you have just created. 



Adding your favorite filter to a label

Now you have created the Favorite filter, you need to add this filter to a new label.

To add a Favorite filter to a Label:

  1. Head to the Labels page which you can find under the Business tab.
  2. Click + Label and a new menu will appear.
  3. Select your Favorite filter.
  4. Give this new Label a name.
  5. Pick the Favorite filter you wish to use.
  6. Press Create.


Once you have created this new label, you can start applying it to unlabeled transactions on the Transactions page.