Accounts & Transactions
Making sure everything under the hood is in order.
- Direct Import: Linking an Account
- Direct Import: Linked Account Statuses
- Adding an Account
- Account Types
- Adding Income
- Adding Transactions
- Scheduled Transactions
- Transfers
- Manage Your Bank Connections
- File-Based Import
- Approving and Matching Transactions
- Transaction Search
- Handling Cash
- Reconciling Accounts
- Payee Management
- Reimbursements
- Split Transactions
- Using the Calculator in Your Budget and Accounts
- Spending Report
- Income v Expense Report