Transactions

The Transactions page is the central ledger for all financial activity. It combines Plaid-synced transactions from linked accounts and manual entries into a unified, searchable list.

• Search & Filter — Search by merchant name, description, or amount. Filter by date range, category, account, or source (Plaid/Manual).
• Categorization — Assign or reassign categories to transactions. Plaid transactions come with auto-suggested categories.
• Manual Entry — Add transactions that aren't captured by Plaid (cash payments, etc.).
• Bulk Actions — Select multiple transactions to categorize or delete at once.
• CSV Upload — Upload transactions from a CSV file for accounts not linked via Plaid.
• Quick Entry — A dedicated fast-entry page for adding transactions on the go.

Transaction rules automatically apply categories or rename merchants for matching transactions. Configure them in Settings → Transaction Rules.

• Match by merchant name (exact or contains).
• Auto-assign a category when a rule matches.
• Rules apply to both new synced transactions and existing ones.