After you have linked your financial institutions and accounts, view available transactions from all supported accounts in one place.
From this view, you can:
- View, search, sort, and filter transactions
- Re-categorize transactions
- Exclude a transaction
- Mark transactions as recurring
Frequently Asked Questions
I am missing transactions, what should I do?
Ensure that your account is properly connected by navigating to Profile > Accounts. Read more.
What is a pending transaction?
Pending transactions are debits or credits on your account that have been submitted but have yet to clear in your account. They typically don't take longer than 5 business days to post to your account, but merchants have 180 days to post pending transactions. Pending transactions are controlled by the merchant and your financial institution, so please contact your financial institution directly if you have any questions.
Can I split a transaction?
It is not currently possible to assign two or more categories to a single transaction.