3.2 Transactions set up
Build on your foundations and understand your transaction information here
1. Categorisation
- 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
- Why are my transactions categorised incorrectly?
2. Using your Overview for quick Re-Categorisation
- How to exclude a category/categories from the spend analysis
- What insight does the Spend Analysis provide?
- What are the categories included under 'Incoming'?
- How to handle inter-account Transfers / Credit Card Repayments
- 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 pay cycle
- Can I edit the amount of my scheduled payment?
4. Editing, Deleting and Downloading Transactions
- How to restore deleted transactions
- How to delete transactions
- How to edit multiple transactions
- How to export/download transactions
- How to change a transaction's date