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Unlinking Transfer Tags

Guidance for removing a balance sheet transfer tag from your books

Written by Paige Wyler

To remove a transfer tag on a transaction:


1. Click on the category tag

2. Click the X to unselect the tag

3. Choose a new tag, or leave it untagged

4. Click Tag

5. Click Confirm Unlinking

Note: For Liability, Asset, or Equity transfers, the destination account will appear as the Category on that transaction.

What does unlinking a transfer do?

  • For Liability, Asset, or Equity transfers, unlinking removes the transfer tag from your original transaction and deletes the offsetting entry Ambrook created on the other account. Re-tagging with the same transfer tag and account will recreate it.

  • For Credit Card Payments or Account Transfers, unlinking simply removes the transfer tag from both transactions. Both remain in your books.

Note: To edit the amount, date, or description of a transaction tagged with a transfer tag, unlink the transfer first, make your edits, then re-tag.

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