The Transactions screen is where all of your financial activity lives — both transactions synced via Plaid and those added manually.
Filtering Transactions
Use the filter tabs at the top of the screen to view:
Filter | What It Shows |
All | Every transaction across all accounts |
Income | Revenue and incoming payments only |
Expenses | Outgoing payments and costs only |
Transfers | Movements between accounts |
Searching Transactions
Use the search bar at the top of the transaction list to quickly find specific
transactions by vendor name, amount, category, or description.
Handling Duplicate Transactions
The Duplicate Transactions screen automatically flags transactions that may have been recorded more than once — for example, when a Plaid-synced transaction is also included in a CSV import. Review flagged items regularly to keep your books accurate.