Viewing your Transactions

Review your transaction ledger to see your recent account activity. Select All Transactions or a specific bank account from the left hand menu to view transactions for those accounts.

The transaction details view displays all the information that we capture from your bank about that transaction as well as an area for you to type your own notes about this transaction. You’ll be able to see which account the transaction came from, the date, and memo captured from your statement. You can add notes to remind yourself what this transaction was for, why you made this purchase, or anything else you would like to keep record of. When you search your transactions, we will also search anything you type in the note of a transaction.


Pro Tip! Did you write a bill at the end of the month that isn’t supposed to show up until next month? Open the date drop down menu and select a future date so your monthly budget stays correct. 

Mark as Duplicate

If for any reason you see duplicate transactions on your transactions page you can use this link to cross off that item. This will remove the transaction from your Budget and Trends.

Note: If it looks like there is an error and you see many duplicate transactions, email and our team will help troubleshoot further.
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