Custom Fields

It's good to have you here in the Community, @CarsonWelding.
 

At the moment, the Custom Field feature is unavailable in the Banking tab. But I've got a workaround to help you achieve your tasks. You can use tags to track your transactions such as invoices, expenses, and bills. I'll guide you how:
 

Start by creating groups to put tags into:
 

1. Go to Settings and select Tags.
2. Select the New dropdown and then choose the Tag group.
3. Give the group a name.
4. Select a color from the dropdown.
5. When you're done, select Save.
 

You can also create tags while you're working on a form, like an invoice or expense:

1. Select the Tags field.
2. Enter the name of the tag you want to create. Then select + Add.
3. Select one of your groups to add the tag to it.

Once done, you may need to run reports for tag groups to see how tagged transactions are performing.

I'll also provide these articles to learn more about tag transactions:
 

• Tags Overview.
• Why you should group your tags.
   

Please reply on this thread if you have further questions about tag transactions. I'd be happy to help. Keep safe!