Accounts & Transactions
Making sure everything under the hood is in order.
- Adding an Account
- Account Types: Budget vs. Tracking
- Adding Income
- Adding Transactions
- Linking an Account
- Troubleshooting Linked Accounts
- Manage Your Bank Connections
- Linked Account Statuses
- File-Based Import
- Formatting a CSV File
- Scheduled Transactions
- Split Transactions
- Making a Transfer
- Transaction Search
- Approving and Matching Transactions
- Reconciling Accounts 🔒
- Actively Managing Your Budget
- Handling Cash
- Reimbursements
- Edit Account Name & Notes