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Accounts and Transactions

Accounts and Transactions

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5 articles in this collection
Written by Sarah and Olivia

Creating Manual Accounts

Steps to create manual accounts.
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Written by Olivia
Updated over a week ago

Transaction Types

Descriptions for different transaction types.
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Written by Sarah
Updated over a week ago

Transaction Name Rules for Categorization

Steps to create transaction name rules for automatic categorization.
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Written by Sarah
Updated over a week ago

Creating Manual Transactions

Steps to create manual transactions.
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Written by Sarah
Updated over a week ago

Creating Manual Internal Transfer Payments

Steps to create internal transfer transactions for manual credit card account payments.
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Written by Sarah
Updated over a week ago