Transactions

  • Transactions Overview - Mobile

    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...

  • Editing Transactions - Mobile

    In the mobile app, you can edit transactions and update its details including the following: Changing the payee name Changing the transaction category Changing ...

  • Categorizing Transactions - Mobile

    In this article: Fixing uncategorized transactions Recategorizing a transaction The mobile app automatically categorizes each transaction for you, and it usual...

  • Flagging, Hiding, and Splitting Transactions - Mobile

    In this article: Flagging a transaction Hiding a transaction Splitting a transaction Flagging, hiding, and splitting can all be done from the transaction detai...

  • Managing Transaction Rules - Mobile

    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...