Tracking
Review and categorize transactions
Search, filter, exclude, and mark transactions reviewed.
Transactions pile up from checking, credit cards, and side deposits — and you can't tell what still needs review.
All synced transactions appear in Dashboard → Transactions. Search by merchant, filter by month, category, or review status.
Assign expense categories to improve budget and spending reports. Mark rows as reviewed to clear your inbox.
Exclude personal or one-off transactions so they don't affect cashflow totals.
Frequently asked questions
Where do I find my synced transactions?
All synced transactions appear in Dashboard → Transactions. Search by merchant, filter by month, category, or review status.
Why should I categorize transactions?
Assign expense categories to improve budget and spending reports. Mark rows as reviewed to clear your inbox.
How do I keep one-off purchases out of cashflow totals?
Exclude personal or one-off transactions so they don't affect cashflow totals.