Flags

Flags in your account registers can be a great way to keep track of certain expenses. Perhaps you want to mark all of your tax deductible transactions with a red flag, all of your reimbursable transactions with a purple one, or just use them to add some pizazz to your register—it’s entirely up to you!

Do I need to use flags in my budget?

Flags are one of those cherry-on-top features. Your budget can be just as successful with them, as without them 😊

Keep in mind that you can change your mind, and change your budget to reflect that. If you choose not to use flags now, but want to in the future, you can absolutely start using flags at a later date, and vice versa!

To flag a transaction, click on the flag icon in the transaction. This will open a flag window, from which you can choose the color you would like. 

To flag multiple transactions, you can select the transactions, click the Edit menu, and select the flag color from the drop-down menu.

a pop-up window from a transaction shows flag color options: red, orange, yellow, green, blue, and purple

If you’re using flags to earmark a certain group of transactions, you can later use the search function to search for the flag color. In the search bar, type flag, and choose the color you're looking for from the options provided. (Fun fact: you can search for more than one color at a time!)

separating flag colors with a comma in the search bar allows you to search multiple colors at a time

This will filter the register so that only the transactions assigned that color flag will be shown. From there, you can select all of them (or only some of them) to see the Selected Total in the top right corner of your register.

three transactions with a red flag are selected; the top right corner shows the total of those transactions is $1782

Of course, you can always change the flag color of a transaction, or remove it entirely. To change it, click on the flag icon, and choose a different color. To remove it, click on the color that has already been chosen—this will deselect the color, and revert it to its default (gray) color.

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