Page tree
Skip to end of metadata
Go to start of metadata

You can use analysis codes to tag vendors, lenders or any other external parties to your fund transactions.

Step-by-Step Guide

  1. Click the 'Create' button on the top bar, and select 'Transaction'. Choose 'Analysis Code' and tap Next.




  2. Select 'Add analysis code' and fill out the information. Repeat the process to add multiple codes. Tap 'Save' when done. You can modify these values later.