3.2 Transactions set up
Build on your foundations and understand your transaction information here
- Introduction to Categories and Transactions
- What pre-set categories are there within the application?
- How to change a category
- How to create a custom category
- Editing and Deleting Custom Categories
2. Using your Overview for quick Re-Categorisation
- How to handle inter-account Transfers / Credit Card Repayments
- How to exclude a category/categories from the spend analysis
- What insight does the Overview provide?
- What are the categories included under 'Incoming'?
- Why are the figures on my Overview Breakdown and Trend different on the web application?
3. Setting up Scheduled Payments
- What are scheduled payments?
- How to set up a scheduled payment
- How to edit or delete scheduled payments
- How to view scheduled payments beyond this paycycle
- Can I edit the amount of my scheduled payment?
4. Editing, Deleting, Splitting and Downloading Transactions
- How to restore a previously split transaction
- How to split transactions
- How to restore deleted transactions
- How to delete transactions
- How to edit/delete multiple transactions