How to Create/Edit Custom Field Labels

Balance users can customize up to three transaction labels. Transaction data included in any of the three custom fields will also be present in the Balance Sheet Report.

Step 1: Navigate to the “Settings” area (top right)

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Step 2: In the “Custom Fields” area, you may enter custom labels in up to 3 fields. Be sure to click “save” after entering your label.

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Step 4: Now, expand any transaction to see your newly-labeled custom fields. Use this field to enter additional notes, tags or descriptions to the transaction. The text added will be saved in the details of the transaction and will also be included in any Balance Sheet Reports that are generated.

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