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Transactions
Track income and expenses with powerful categorisation
Articles in this topic
1
Adding Transactions
Record income and expenses manually or import from bank statements
2
Split Transactions
Divide a single transaction across multiple categories
3
Transfers Between Accounts
Move money between your accounts and keep balances in sync
4
Importing Transactions
Import transactions from bank statements in CSV or QIF format
5
Rules During Import
How rules and AI suggestions work when importing transactions
6
Importing from PDFs and Screenshots
Import transactions on your iPhone from a PDF statement or screenshots of your banking app
7
Rules When Adding Transactions
How automation rules apply automatically when you create transactions manually
8
Bulk Editing Transactions
Update or delete multiple transactions at once