Overview
—— transactions from recent imports need your eyes — new merchants, uncategorized, or possible duplicates.
Import log
A history of imported files — name, date, rows added, duplicates detected, category coverage — will appear here. Go to Import to add new transactions.
Keywords matched against descriptions on import. Use "Apply + save rule" in the transactions view to add these from real transactions.
Display and currency preferences that apply everywhere.
Banks and CSV import sources. Each file import is linked to one account.
The 19 categories used to classify every transaction.
Keyword rules that automatically assign categories on import.
Pattern rules that clean up raw bank descriptions on import.
Household members. Each import is tagged to one person.
Back up, restore, and manage your data.