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Transactions
Transactions

You save the pennies and dollars will grow! Learn how to create and manage transactions, bulk-edit, reconcile and more! This section also describes the purpose of categories, payees and tags.

Iliya Yordanov avatar
By Iliya1 author19 articles

Basics


How to attach an image or PDF to a transaction?
How to create transactions?
How to edit transactions?
How to duplicate transactions?
How to delete transactions?

Special operations


How to bulk-edit transactions?
How to filter transactions?
How to sort transactions?
Working with table view
How to reconcile transactions?
Automatically detecting transfers from Online Banking accounts
How to refund or reimburse transactions?
How to create split transactions?
How to adjust account balance?
How to create transactions in an Online Banking account?
How to create transactions with checks?

Categories


How to manage transaction categories?

Payees


How to manage transaction payees?

Tags


How to manage transaction tags?
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