Tagging and filtering transactions

You can create tags for your transactions, and then search by tag to quickly locate the purchases or payments you're looking for. 

Tagging a transaction 

  1. Log into Azlo on the web (this feature isn't available on our mobile app yet). 
  2. Click on a transaction. 
  3. On the right side of the screen, you'll see the transaction details. 
  4. At the bottom of the transaction details, you'll see a line that says "Tag this transaction." Go ahead and type a tag in that field, then tap enter on your keyboard to save the tag. 

The next time you tag a transaction, you'll see a list of saved tags. You can also add new tags, at any point, by typing them and tapping enter. 

Filtering by tag 

  1. On the transaction history page, you'll see a panel on the right side of the screen labeled "Filters." 
  2. From that panel, select the tag you'd like to search for. You can also select a date range. 
  3. Click "Apply" to bring up all the transactions with that tag.  
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