Transactions
Classify every bank transaction into the right account, fast.
How to use it
Open Transactions from the left nav. Select one or more rows to classify in bulk, or open a row to split it, match it to a document, or classify it individually. Unclassified transactions are flagged for attention.
Configuration
Requires imported transaction data (see Import) or connected accounts (see Accounts / External Sources).
Details
| Menu location | Left nav, Transactions. |
| Who uses it | Every user doing day-to-day bookkeeping |
| Prerequisites | Import, Accounts |
Related pages
See which plan includes Transactions on pricing, or how Count My Bucks compares to QuickBooks.