Accounts & Transactions
Making sure everything under the hood is in order.
- Account Types: Budget vs. Tracking
- Adding an Account
- Adding Income
- Adding Transactions
- Approving and Matching Transactions
- Close or Delete an Account
- Colors and Icons in Your Account Register
- Combine, Rename, and Delete Payees
- Direct Import Migration
- Edit Account Name & Notes
- Editing and Deleting Scheduled Transactions
- Editing and Deleting Transactions
- Electronic Benefit Transfer (EBT) Cards
- Exporting a Report
- File-Based Import
- Flags
- Formatting a CSV File
- Handling Cash
- Health Savings Accounts
- Income v Expense Report