The Transactions tool provides an overview of your recent spending across all accounts, and the ability to search or filter for something specific. You can adju...
When your transactions are pulled into the Transaction tool, they will be automatically categorized. We encourage you to go through your transactions history and...
The subscriptions feature is an easy way to see where your money goes every month with a quick view of all your recurring transactions. You’ll see a bar above th...
If the Transaction tool is not reasonably certain of which category a transaction belongs to, it may be left uncategorized. When you open your transactions list,...
Recategorizing dozens of transactions can be a bit time consuming. Fortunately, you can create transaction rules to make this much easier. These rules will autom...
Some transactions encompass multiple categories in a single purchase. This is particularly common at big box stores like Costco or Walmart where you might buy gr...
If you are using a manual account to track cash spending or another account, you may wish to add manual transactions to the Transaction tool to account for spend...
If an incoming transaction is marked as pending, it will be shown at the top of the transactions list in italics. Pending transactions are editable, but changes ...
Only pending and manual transactions can be deleted. Occasionally, a transaction may appear twice: once as pending and once as posted. You can delete the pending...
By default, transactions from all accounts over the previous 30 days are listed chronologically, with the most recent transactions at the top. The Transactions ...
The Transaction tool allows you export transactions as a CSV file, which can be used with several different applications — including most accounting software. Th...
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