Transactions
Classify every bank transaction into the right account, fast.
Who it's for
Every user doing day-to-day bookkeeping
Key benefits
- Bulk classification and rule-based auto-sorting
- Split a transaction across multiple accounts
- Match transactions to invoices, bills, or documents
Overview
Transactions is the daily-driver screen: every line from your imported bank feed lands here to be classified against a chart-of-accounts category, split if needed, or matched to an existing invoice or bill. Classification rules (see Rules) do most of this automatically after the first pass.
Related features
See how Transactions fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.