Managing Transactions
The Transactions page is your central hub for all financial activity. Every bank transaction, manual entry, split, and journal entry lives here.
Filtering and searching
Use the filter panel at the top to narrow down your transactions:
| Filter | What it does |
|---|
| Account | Show transactions from specific bank accounts (multi-select) |
| Date range | Filter to a specific time period |
| Category | Show only transactions in certain categories (multi-select) |
| Search | Find transactions by merchant name or description |
Transaction actions
Click on any transaction row to expand it and access actions:
- Edit Category — reassign to a different category
- Split — divide across multiple categories
- Match — link to an opposite transaction
- Add Receipts — attach photos or documents
- Add Journal Entry — create a double-entry adjustment
- Delete — remove the transaction
Syncing new transactions
Click the Sync button to pull the latest transactions from your connected bank accounts. Syncing also happens automatically on a daily schedule.
Exporting
Click Export to download your filtered transactions as CSV or Excel. Great for sharing with your accountant or doing analysis in a spreadsheet.
Pro tip: Set your filters to “This Month” + “Uncategorized” for a quick weekly review of new transactions that need attention.
