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Desktop Table

The transactions table allows you to view and edit transactions quickly. Here are some tips.

Grouping​

Use the pivot button to group your transactions. Clicking the button multiple times will toggle between the following views:

  • Day
  • Category
  • Account

Customize Columns​

Reorder or hide columns to fit your needs. You can also resize columns by hovering over the header.

Multi-Sort​

Multi Sort

You can apply a secondary sort to your transactions. First, click on a column header to sort by that column. Then, hold down the Shift key and click on another column header to apply a secondary sort.

Select Range​

You can select a range of transactions by clicking a checkbox in the first column, holding down the Shift key, and clicking another checkbox. This also works for deselecting a range.

Bulk Updates​

You can update multiple transactions at once with bulk actions. First, search for the transactions you want to update or apply filters to narrow your search. Then, use the bulk actions button to update multiple transactions at once.

This can be used to clean up identifying store numbers (Walmart #1234 -> Walmart), recategorizing, moving accounts, or deleting in bulk.

Info Icons​

Info Icons

Info icons tell you more about a transaction.

memo icon: memo / comments

attachment icon: attachments

currency icon: has/requires currency conversion

lines icon: multiple lines (often when you scan receipts)

Shortcuts​

Date Filter Shortcuts​

  • D - Today
  • M - This Month
  • Y - This Year
  • < or Left - Previous period
  • > or Right - Next period

Transaction Table Shortcuts​

  • N - New
  • / - Search
  • F - Filters

With Checked Items

  • C - Categorize Checked
  • Backspace - Delete Checked

In Edit Mode

  • Ctrl/Cmd + Enter Save