How to use the analytics labels?

  • Updated

Analytics labels help you categorize your transactions for better financial understanding. You can create and assign these labels to your transactions. They'll appear on your dashboard and in your export files, simplifying your financial management.

 

How to configure your list of labels?

To create, modify, or delete label lists on the web interface, visit the Settings section, and select Analytics labels.

 

You can name and define up to 10 lists, each containing an unlimited number of labels.

 

For instance, create a "Transport" category with labels like "Train," "Plane," and "Taxi," or an "Online Marketing" category with labels such as "Facebook Ads" or "Linkedin Ads."

 

 

How to add labels to your transactions?

You can add manually a custom label to a transaction by going to the Business account tab on your interface. Click on a transaction, go on bookkeepings details, and then select a pre-defined label in the Labels section.

 

You can add labels via your mobile or web Qonto app.

 

 

How to add labels to your suppliers?

Save time by adding custom labels directly to your suppliers, in addition to transactions.

 

Learn how in 👉 this article.

 

👆 Good to know: If you have several accounts, or have connected external accounts, you can choose one or view them all. The data presented on the page will adapt to your selection.

How to use labels in my dashboard?

Optimize cash inflow and outflow management by using custom labels to compare transaction categories on your dashboard.

 

For more details, check out 👉 this article.