Once you’ve set up your chart of accounts, you can start tagging transactions on your ledger - this will be your primary bookkeeping workflow on Ambrook. Simply click on any of the tag icons on the right side of a transaction row and a tagging window will open where you can apply all of your available tags. You can navigate among the tag types - Category, Enterprise, Location, Project and Funding - using the tabs at the top of the tagging window and you can apply all of the different types of tags before clicking the Tag button to save your work.
The category tags will tie income and expenses to your tax forms, and you’ll likely want to make sure these categories are complete at the end of the year to help you file your taxes. The other tags all give you more information about why you spent or earned money, and how to organize your transactions for other types of analysis. In some cases, you may not use all the tag types for every transaction. As an example, not all transactions will be associated with a grant you want to track, and you can leave the Funding tag blank in these cases.
Which tag type should I use?
Every tag type can be applied to the same transaction at the same time — they answer different questions about your money. Use the table below to decide which one fits what you're trying to track.
Tag type | Best for | The question it answers | Typical examples |
Enterprise | Ongoing lines of business that generate both income and expenses | "Which part of my operation is most profitable?" | Feeder Cattle, Wheat, Vegetables, Agritourism, Contract Production, Overheads |
Project | Discrete efforts with a defined scope — or a single asset you want to track over its life | "What did this specific thing cost me, and was it worth it?" | A tractor, a shop remodel, a grow-out batch, a construction job, a trucking route, a one-time event |
Location | Physical places where income is earned or expenses occur | "How profitable is each physical location?" | Fields, pastures, construction/job sites, stores, rental properties |
Funding | External funding sources that require their own transaction tracking and reporting | "What did I spend (or earn) under this grant or cost-share program?" | NRCS EQIP, USDA grants, cost-share programs, reimbursement-based programs |
Not sure whether to use a Project or an Enterprise tag? Ask yourself: does this effort have a start and an end, or is it an ongoing part of my business? If it has a defined scope — a single asset, a batch, a job — it's a Project. If it's a recurring line of business you'll track indefinitely, it's an Enterprise.
You can apply more than one tag type to a single transaction. For example, a feed purchase for a grow-out batch could carry an Enterprise tag (Feeder Cattle), a Project tag (Spring 2026 Batch), and a Location tag (North Pasture) — all at once.