You can check out your account transactions simply by clicking on any account in your Dashboard. You’ll see a list of all the activity on that account—income and outgoings. 

We’ve automatically classified most of them—but you may want to make changes to the Categories and add some Tags for a more personalised record. 

The more specific you are with your Categories and Tags the better we’ll be able to report on your spending, and the easier it will be for your to keep track.

You can then download any transaction list by pressing the Download as: CSV button up top. It will land on your Desktop and can be opened in a range of applications.

One of the best features in your platform is the categorisation. Here we show you where your money is going—and where you might be able to save some money. As an example, if you use the Service charges/Fees category, you can keep an eye on what your bank fees are costing you over time, and perhaps decide you can do better.

Once you’ve added some accounts their default Categories will be loaded in there for you, and you can delete, add or change them to suit yourself.
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The easiest is to make changes while you are looking at your transaction list. Our system chooses the Category that seems to match the Description, but sometimes we get it wrong. To edit or add a Category, click on the Category you’d like to change and and in the pop-up window choose or add your new Category under the Category heading.
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If you’re changing to an existing Category (rather than adding a new one), you’ll have the option to make this change automatic. If It’s a one-off change select No thanks. If you’d like this to apply to all future transactions with this name, press Yes please. 

You’ll be directed to save your change as a Condition. The details are all pre-filled for you. Choose whether or not to apply this to your existing transactions with the toggle, select Create Condition and you’re done. 

The other option for changing Categories is to head to Your account up top of the side menu, then the Settings page. Have a look under the Categories tab—there’s a long list there for you. Do they work for you? If so, great, that’s all you need to do. 

If they aren’t right for you, edit one by pressing the pencil icon, or delete it using the bin. If you’d like to add some, type the name of your new Category in the Add a category field,  and press the tick icon to save it. You’ll see any Categories you’ve added previously at the bottom of the lists. 

If you’d like to go further and personalise your transactions so you know exactly what they are, you’ll want to use Tags. This is a great help at tax time, and will help you find your transactions really quickly.

From the Dashboard, click on an individual account. You’ll see all the transactions displayed in a list, and they’ll all say “No tags” in the Tags column.  

Just click on a transaction, and in the pop-up window select Tags. Here you can write whatever you like—something specific like “Business lunch with Angela Brown”, or just “School fees”.

You’ll be directed to save your new Tag as a Condition. The details are all pre-filled for you. Choose whether or not to apply this to your existing transactions with the toggle, select Create Condition and you’re done.