Transactions

Add, edit, split, transfer, find and clean up transactions.

• The Transactions page ConceptWhat the Transactions page shows: account scope, balances, view chips, grouping, row markers, Details and paging.
• Add a transactionEnter a purchase, deposit or other transaction by hand with the Add row, or with the Add transaction form on a phone.
• Edit a transactionChange a transaction's date, payee, category, amount, notes or account in the list or in the Details panel.
• To review, Cleared and Reconciled ConceptWhat the three status markers on a transaction mean, who sets them, how to change them and what a reconciled lock does.
• Split a transactionDivide one transaction into lines with their own categories and amounts, such as groceries and household items on one receipt.
• Record a transfer between accountsMove money between two of your accounts, such as a credit card payment, as two linked transactions.
• Pending, possible match and removed transactions ConceptWhat the Pending, Possible match and Removed by provider markers mean on bank transactions, and what you can do about each.
• Search and filter transactionsFind transactions with the search box, the view chips and the Filters editor, and save a combination as a saved view.
• Change many transactions at onceSelect transactions and categorize, review, clear, copy or delete them together from the selection bar.
• Delete, undo and restore transactionsDelete transactions, reverse recent changes with Undo, and bring deleted transactions back from Trash within 30 days.
• Find and remove duplicate transactionsList transactions that share an account and amount, on the same day or a few days apart, then remove the copies you didn't mean to have.
• Export transactions to a spreadsheetDownload the transactions you are viewing as a CSV file for Excel, Numbers or Google Sheets.
• I can't change a transaction TroubleshootingWhy a transaction won't accept an edit or lacks a control, and what to do for reconciled, bank, split, transfer and phone cases.