Understanding the details of a transaction

Each line in your transaction list holds more than just an amount and a date. By opening a transaction, you access its detailed record: this is where you correct a category, add context, or attach a receipt. This article reviews everything you find there and what you can do with it.

Opening the details of a transaction

From your transaction list, tap (on iPhone, iPad) or click (on the web) the line you're interested in. The record opens with all the known information about the transaction. You can close it at any time; any changes are saved automatically.

Displayed information

The record combines elements provided by your bank and those you add yourself. Here are the main fields you will encounter.

Changing the category

The suggested category is an automatic estimate. If it doesn’t suit you, open the category selector from the record and choose the appropriate one. The change is immediately reflected in your analyses and budgets.

Adding a note and a receipt

The note is a free space: for example, specify the reason for a purchase, the name of a guest at a restaurant, or a file number. The linked document attaches an invoice or receipt stored in your vault, ensuring the receipt is always one step away from the relevant transaction.

Available actions

• Recategorise the transaction in a few seconds.
• Create a rule to automate the sorting of the merchant's next payments.
• Add or edit a context note.
• Link a receipt stored in your vault.
• Spot whether the transaction is marked as recurring or flagged as an anomaly.

Good to know

By carefully categorizing, adding notes, and attaching receipts to your important transactions, you get more accurate analyses and a ready-to-use record when needed.

Recategorise a transactionLearn how to fix a category and create a rule.