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  1. Money Dashboard Neon
  2. 3. Setting up your Pay Cycle and Transactions
  3. 3.2 Transactions set up

3.2 Transactions set up

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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
  • Editing and Deleting Custom Categories
See all 7 articles

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?
See all 6 articles

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
See all 8 articles
Money Dashboard Neon