Viewing Transactions 10 articles and 112 questions found

Articles Questions
  • 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...

  • Assign Categorization Preferences

    The category list on the transactions ledger uses the same categories that you have set for yourself on the Budget page. Be sure to use the same categ...

  • Bulk Edit Transactions

    Bulk editing your transactions allows you to edit your transaction description, category, or flag all at once instead of line by line. For example, if...

  • Split Transactions

    Splitting a transaction is a great way to keep track of spending that occurs in different categories from the same vendor. In this case we want to spl...

  • Edit Categories

    HelloWallet has a default list of 28 categories. The categories are broken down into: regular expenses, bills, transfer, and income. You can add any c...

  • Add Transactions

    Adding a transaction is a great way to represent pending transactions on a linked account or to keep manually created accounts up to date. To add a...

  • Manage Expense Flags

    Expense flags are a great way to remind yourself of some additional details about a spending transactions. View the Expense Flags list below your list...

  • Search Transactions

    HelloWallet's search functionality allows you to quickly find what transactions you need, when you need them. In HelloWallet's transaction view of th...

  • Export Transactions

    Export your transaction details to a .csv file. Exported transaction data includes the following fields: Date, Description, Original Bank Description,...

  • Import Transactions

    Import your transactions from to HelloWallet; or, if you previously exported data from HelloWallet and want to bring it back into the system ...

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