On the Dashboard, scroll past Accounts to find the Transactions panel. This is where you can see every transaction for all of your accounts. Transactions are e...
In the mobile app, you can edit transactions and update its details including the following: Changing the payee name Changing the transaction category Changing ...
In this article: Fixing uncategorized transactions Recategorizing a transaction The mobile app automatically categorizes each transaction for you, and it usual...
In this article: Flagging a transaction Hiding a transaction Splitting a transaction Flagging, hiding, and splitting can all be done from the transaction detai...
In this article: Managing transaction rules Editing a transaction rule Deleting a transaction rule When you manually change a category or the name of a payee o...
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