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Good day, chase-gfwcampusm.
You need to add the tag first before dividing the transactions by class or donor, so you can assign it to the entire transaction.
If you have not set up your tags, let's turn it on in your company settings. Here's how:
Then, start adding tags to the transactions. Here's how:
Check out these articles about this feature for more details:
You can also run a report to see how tagged transactions are performing. Here's how:
You can always get back here and ask follow-up questions if you need more help with your banking transactions.