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Accounts and Transactions

Accounts and Transactions

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10 articles in this collection
Written by Sarah and Olivia

Historical Transaction Data

Why we request historical transactions for your accounts during onboarding
Olivia avatar
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

Refund Transactions

Steps to edit refund transactions.
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Written by Sarah
Updated over a week ago

Reimbursement Transactions

Steps to handle reimbursements.
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Written by Sarah
Updated over a week ago

Splitting a Transaction across Multiple Months

Steps to split a transaction across multiple months.
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Written by Sarah
Updated over a week ago

Creating Manual Accounts

Steps to create manual accounts.
Olivia avatar
Written by Olivia
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

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