Transactions
Edit, search, split, ignore and export your transactions.
11 articles
Can I delete a transaction?
You can delete transactions from statements and ones you added by hand: open one and choose Delete transaction. Bank-synced transactions can't be deleted, but you can ignore them so they don't count.
Getting around the Transactions page
Transactions lists everything from your banks, statements and hand-added entries, newest first. Search and filters sit at the top, In · Out · Net totals beside them, and opening a row shows its full details.
How do I change many transactions at once?
On a computer, tick the transactions you want, then use the bar that appears to set a category or date, add or remove tags, ignore them, mark them reviewed or delete them. Each change applies to every selected transaction at once.
How do I customize columns and save views?
Use Columns on the Transactions toolbar to show, hide and reorder columns, and click a heading to sort. Save any mix of filters, search and sort as a view, and mark one as the default so Transactions opens with it.
How do I edit a transaction?
Open the transaction to see its details. Tap the category, merchant name or date at the top to change them, and use the rows below for the account, tags, notes, Reviewed, Recurring and more. Changes save as you go.
How do I export my transactions?
On Transactions, choose Export, pick Excel or CSV, the dates and the columns you want, check the preview, then download. The file follows your current filters unless you choose All transactions. Included with Grow and up.
How do I ignore a transaction?
Open the transaction, choose Ignore, then pick Ignore from budgets or Ignore from everything. Nothing is deleted, and you can bring it back any time. Transfers between your own accounts are ignored for you.
How do I search and filter transactions?
Type in the search box to find a merchant, your bank's wording, a note or an amount. Use the filter chips (or the filter button on a phone) to narrow the list by dates, accounts, category, tags, amount and type.
How do I split a transaction?
Open the transaction, choose Split, then Across categories. Give each part its own category and amount, or leave part of it out of your numbers. The parts always add up to the charge. Included with Grow and up.
What are pending transactions and transfers?
Pending transactions are ones your bank hasn't posted yet; they update in place when they post. Transfers are money moving between two of your own accounts: we pair both sides and leave them out of your totals, so nothing is counted twice.
What is spreadsheet mode?
Spreadsheet mode turns the transactions table into a sheet you edit in place: click a cell to change a merchant, amount, date, category or account, use the keyboard like any spreadsheet, and type in new rows. It's on by default on a computer.
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