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Update June 2025

Luke Mayo avatar
Written by Luke Mayo
Updated over a month ago

Searchcodes

Searchcodes are custom tags that you can assign to individual transaction lines to help you organise, search, and report on your financial data more effectively. Think of them as labels that you can attach to specific line items to group related transactions together for easier tracking and analysis.

They are available as a Level 2 feature. If you're currently on a Level 1 plan, you'll need to upgrade to access this functionality. Don't worry - if you ever need to downgrade, your searchcode data will be safely stored and restored if you upgrade again later.

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