Accounts & Transactions
Making sure everything under the hood is in order.
- Direct Import Troubleshooting
- Reconciling Accounts
- File-Based Import
- Adding Income
- Scheduled Transactions
- Account Types
- Recording Spending and Adding Transactions
- Direct Import
- Adding an Account
- Reimbursements
- Approving and Matching Transactions
- Handling Cash
- Transfers
- Payee Management
- Split Transactions
- Transaction Search