Transactions
The Transactions page is your main register — a filterable list of expenses, deposits, and transfers across your accounts. Use it for day-to-day money management: find a charge, fix a category, add a manual entry, or open a saved view.
What you can do
- Browse and filter transactions by account, date, category, payee, tags, and more
- Add, edit, split, and tag transactions
- Work through the Review queue for items that need categorization
- Review Transfer suggestions between your own accounts
- Save and pin Views for reusable filtered registers
When to use Transactions vs Spending
| If you want to… | Use |
|---|---|
| Work a reusable list, edit many rows, or pin a filter | Transactions / Views |
| See category totals and drill from a chart | Spending |
Both surfaces use the same underlying transaction data.
Related how-tos
- Add a transaction
- Edit a transaction
- Filter transactions
- Search transactions
- Categorize a transaction
- Split a transaction
- Work the review queue
- Choose register columns
- Manage views