- Transactions and Rules Tips & Tricks
- Tracking Recurring Expenses and Bills
- Organizing Transactions with Tags
- Adding Notes and Attachments to a Transaction
- Reviewing Transactions
- Hiding or Unhiding Transactions
- Editing Transactions
- Editing Multiple Transactions
- Splitting Transactions
- Managing Cash Transactions
- Creating Manual Transactions
- Creating Transaction Rules
- Default Categories
- Creating Custom Categories and Groups
- Downloading Transaction or Account History
- Import Transaction Data Manually from Banks or Other Finance Apps
- Importing Large .CSV Files
- Deleting History Across All Accounts