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Accounts and Transactions
Accounts and Transactions
5 articles in this collection
Written by
Sarah
and
Olivia
Creating Manual Accounts
Steps to create manual accounts.
Written by
Olivia
Updated over a week ago
Transaction Types
Descriptions for different transaction types.
Written by
Sarah
Updated over a week ago
Transaction Name Rules for Categorization
Steps to create transaction name rules for automatic categorization.
Written by
Sarah
Updated over a week ago
Creating Manual Transactions
Steps to create manual transactions.
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.
Written by
Sarah
Updated over a week ago