Transaction Tags

[thesammykins]

Is there potential to have transaction tags visible/editable from UpBlazor? I've been looking into solutions to get specific merchants tagged automatically e.g. Starbucks tagged with "Work Coffee" and then every occurrence of it tagged as well.

[Hona]

Yes this is 100% doable...

• Up API provides the Tags on every transaction.
• Up API also lets you create & assign tags using the API.

I could create a page to setup tag automation like that.

Do you only want to assign tags based on a merchant?

[thesammykins]

It seems the most logical way to tackle it, my theory is it's always easier to 'undo' a tag for one transaction vs needing to manually add tags for everything all the time with zero automation.

If you think there are other/smarter ways to tackle it, I'm all for it!

[Hona]

I'll have a bit of a think, then implement for you.

Once its in, give it a go and let me know feedback :)