Classes

Track transactions by location, department, property, or any other dimension using classes and subclasses. You can create an unlimited number of classes and subclasses for client’s on the Plus plan.

Creating classes and subclasses

The class acts as the grouping type (e.g., Location, Department, Property). Subclasses are the individual labels you assign underneath (e.g., Los Angeles and San Diego under a Location class).

To create a class:

1. Go to Accounting → Classes
2. Click Add class
3. Enter the class name

To add subclasses:

1. Find the class you want to add subclasses to
2. Click the + icon on that row
3. Enter the subclass name

Common Classes & Subclasses

• Location: Los Angeles, San Diego
• Department: Marketing, Sales
• Property: Oak Street, Cove Way
• Project: Design, Development, Launch
• Product: Product 1, Product 2

Reorder classes and subclasses by dragging. Move subclasses between parent classes the same way.

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Assigning classes to transactions

You can assign one or multiple classes to a transaction from the Transactions tab.

1. Reveal the Class column using Views
2. Click the dropdown in this column for any transaction
3. Select the classes that apply

To assign classes in bulk:

1. Select multiple transactions
2. Click Actions from the toolbar at the bottom
3. Click Class
4. Select the relevant class or subclass
5. Click Apply

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Automating class assignment

Create a rule to automatically assign classes based on conditions like bank description, account, counterparty, or amount.

1. Go to Rules
2. Click Add rule
3. Set your conditions
4. Under actions, select Set class
5. Choose the class and subclass to assign

Rules run automatically when new transactions sync, so once configured, matching transactions will be classified without manual intervention. This is especially useful when you need consistent class assignment across high-volume transaction types—like tagging all transactions from a specific account to a particular location or department. See Rules for more on setting up automation.

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Reporting by class

Filter any report by class to see performance broken out by location, department, or other dimension. In Accounting reports (Profit & Loss, Balance Sheet, General Ledger), use the Class filter to narrow results.

FAQs