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Transactions

Transactions

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8 articles in this collection
Written by Sarah and Olivia

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

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

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

Transaction Types

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

Historical Transaction Data

Why we request historical transactions for your accounts during onboarding
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Written by Olivia
Updated over a week ago