> ## Documentation Index
> Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Transactions

> View, filter, categorize, and export your transactions in Cashflowy.

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

Available in a few places depending on what you want to do:

On the transaction row:

* **Edit Category** - click the **Category** dropdown on the row to reassign

<Frame>
  <img src="https://mintcdn.com/cashflowyai/8aJATKM_eEQDyl7Q/images/image.png?fit=max&auto=format&n=8aJATKM_eEQDyl7Q&q=85&s=0a30438271e29b28d97f5f939fd07508" alt="Image" width="674" height="1004" data-path="images/image.png" />
</Frame>

Three-dot menu on the row:

* **Update/View Split** - edit an existing split
* **Undo Split** - revert a split
* **Match Transaction** - link to an opposite transaction
* **Notes & Attachments** - add notes or attach receipts

<Frame>
  <img src="https://mintcdn.com/cashflowyai/8aJATKM_eEQDyl7Q/images/image-2.png?fit=max&auto=format&n=8aJATKM_eEQDyl7Q&q=85&s=d45a7bcd9c2d715a42aecf0285121881" alt="Image" title="Image" width="420" height="270" data-path="images/image-2.png" />
</Frame>

Add Transaction button (top right):

* **Add Transaction** - manual transaction entry
* **Add Journal Entry** - double-entry adjustment
* **Import via CSV/PDF** - bulk upload statements
* **Connect a Bank** - add a new bank

<Frame>
  <img src="https://mintcdn.com/cashflowyai/8aJATKM_eEQDyl7Q/images/image-3.png?fit=max&auto=format&n=8aJATKM_eEQDyl7Q&q=85&s=d343b1cdd3f0b5c9ee818a67ec966d6b" alt="Image" width="358" height="268" data-path="images/image-3.png" />
</Frame>

## Syncing new transactions

Cashflowy automatically syncs your connected bank accounts daily, so new transactions appear on their own. \
If you want to pull in the latest transactions right away, click the **three-dot menu** at the top right of the Transactions page and select **Sync**.

<Frame>
  <img src="https://mintcdn.com/cashflowyai/8aJATKM_eEQDyl7Q/images/image-4.png?fit=max&auto=format&n=8aJATKM_eEQDyl7Q&q=85&s=393b3c622ceebd5604f212efdb5404c5" alt="Image" width="552" height="198" data-path="images/image-4.png" />
</Frame>

## Exporting

Click **Export** to download your filtered transactions as CSV or Excel. Great for sharing with your accountant or doing analysis in a spreadsheet.

<Tip>
  **Pro tip:** Set your filters to "This Month" + "Uncategorized" for a quick weekly review of new transactions that need attention.
</Tip>