The Transactions page is where every transaction lives: the ones from connected banks, uploaded statements and anything you added by hand. Open it from Transactions in the sidebar, or the Transactions tab at the bottom of your phone.
What's at the top
- The heading shows how many transactions you have, or how many match once you search or filter.
- Add transactions takes you to Accounts to connect a bank, upload a statement or add one by hand. On a phone it's the round + button.
- Rules opens your rules, which file, rename, tag or ignore a merchant's transactions for you, past and future. On a phone it's the rules button beside +. See create a rule.
- Your saved views sit in a row of their own once you have some. See columns and saved views.
- The search box and filters narrow the list. See search and filter transactions.
Totals for what you're looking at
Beside the filters (under the search on a phone) you'll see In, Out and Net: the money in, the money out and the difference for every transaction your filters match. They cover all pages of results, not just the one on screen.
Ignored transactions and investment accounts aren't added in, and a split counts once, as the whole charge. When your filters match some transactions that aren't added in, a small not counted note says how many.
On a computer
On a computer the list opens as a spreadsheet by default, so clicking a cell changes it right there. Prefer the regular table? Turn off Spreadsheet on the toolbar. See spreadsheet mode.
Each row shows the date, merchant, category, account and amount. Money in is green with a +. In the regular table, sorted by date, rows are grouped by day, and each day's heading shows how many rows it has and the day's net.
Small marks under the merchant tell you more:
- Pending: your bank hasn't posted it yet.
- Split: the charge is divided into parts. Click its stacked icon to show the parts underneath.
- A note icon, tag labels, and an ignore mark when the transaction is left out of your numbers. Ignored rows look faded.
Under the table, choose 25, 50 or 100 rows per page and move between pages.
On a phone
Your phone shows a simple list grouped by month, with the month's total spending in each heading. Each row shows the merchant, the day and the account (or Pending), and the amount. Scroll to the bottom and tap Show more for older transactions.
The search bar, the export button and the filter button sit at the top. Spreadsheet mode and changing many transactions at once are for computers.
Open a transaction
Find the transaction
Scroll, search or filter the list.
Open it
In the regular table, click anywhere on the row except the category, which changes in place. In spreadsheet mode, click the open button at the end of the row, or press Shift+Enter. On a phone, tap the row.
Look or change
The details slide in from the right on a computer, or up from the bottom on a phone. Every change saves as you make it. Press Esc to step back, or close the panel when you're done. See edit a transaction.