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Accounts and Transactions

Accounts and Transactions

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6 articles in this collection
Written by Sarah and Olivia

Hide and Close Accounts

How to mark an account as closed or hide an account
Olivia avatar
Written by Olivia
Updated over a week ago

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