Hi there,

If you're new here, welcome! We use this email to keep our community in the loop on everything we’re building to support you all.

This is part 2 of our new coding experience, if you want to see part 1 check it out here. Now, we give you full control to tag transactions with custom programs, tags, and more. This means you can customize how each dollar is tracked directly in the platform.

Here’s what you can do now:

  • Customize your own tags for programs, departments, locations, tags, accounting fields - whatever is most useful for your teams

  • Allocate and split transactions according to your own system

  • Export detailed reports for budgeting, forecasting, or sharing with your team and sponsors.

Check out this quick demo (~3 min):

-Amrit

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