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.