How to Apply Fields to Transactions

Tag manually

You can set a Field value anywhere you see the transaction:

• From a table. Each active Field has its own column in Cards, Banking, and Accounting. Select the cell, then pick an option or start typing to search. With permission, you can create a new option right from the picker

• From the details drawer. Open any transaction and set its Fields in the details panel. This works the same in the mobile app

• In a payment or invoice flow. Transfers, wires, checks, bills, and invoices carry the same Fields; set them during creation or afterward from the transaction's detailsLet cards do it automatically

Give a card a default option for any Field (during card creation or in card settings). Every transaction on that card inherits the default automatically and shows an AUTO indicator. Anyone with edit permission can override it per transaction, and the override wins.

Defaults are the recommended way to track spend by person or team: one setting per card, zero per-transaction work.

Split a transaction across options

1. Open the transaction's details and select Split transaction

2. Add a line per portion and give each line an amount and an option. For example, a $5,600 bill can go $5,100 to Sales, $200 to Marketing, and $300 to Engineering under one Field

3. Line amounts must add up to the transaction total

Require a Field with expense policies

Expense policy rules can require a Field to be set (for example, require Category on every card transaction over $50). Build this under your expense policy rules the same way you would require a receipt or note.

Fields in exports and accounting

Every transaction CSV export includes one column per active Field, and split transactions export one row per split line with its amount and option. Fields are also available in accounting mapping rules, so options can drive how transactions map to your general ledger.