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Check transaction details

  1. Go to the Activity feed screen
  2. Click on the transaction line to see the amount
  3. Click on the transaction’s drill down to see the transaction details
SEE NEXT HOW TO: See expenditure per category (1)
SEE PREVIOUS HOW TO: Check transaction details

See expenditure per category (1)

Option 1: From Feed
  1. Go to the Activity feed screen
  2. Click on the transaction line to see the amount
  3. Click on the transaction’s drill down to see the transaction details
  4. Click the arrow on the right to select timeframe (monthly, yearly or all)
  5. Click on the graph to see all the transactions of that category
SEE NEXT HOW TO: See expenditure per category (2)
SEE PREVIOUS HOW TO: See expenditure per category (1)

See expenditure per category (2)

Option 2: From Overview
  1. Go to the Overview screen
  2. Click on the transaction to see the transaction details
  3. Click the arrow on the right to select timeframe (monthly, yearly or all)
  4. Click on the graph to see all the transactions of that category
SEE NEXT HOW TO: Change the category of a transaction (1)
SEE PREVIOUS HOW TO: See expenditure per category (2)

Change the category of a transaction (1)

Option 1: From the Feed A
  1. Go to the Activity feed screen
  2. Click on the transaction to expand the transaction box
  3. Click on the transaction text to get to the "transaction details" screen
  4. Click on the category icon
  5. Select the new category
SEE NEXT HOW TO: Change the category of a transaction
SEE PREVIOUS HOW TO: Change the category of a transaction (1)

Change the category of a transaction

Option 2: From the Feed B
  1. Go to the Activity feed screen
  2. Click on the transaction to expand the transaction box
  3. Swipe the box to the left
  4. Select the new category
SEE NEXT HOW TO: Change the category of a transaction (2)
SEE PREVIOUS HOW TO: Change the category of a transaction

Change the category of a transaction (2)

Option 3: From Overview
  1. Go to the Overview screen
  2. Click on the transaction to see the transaction details
  3. Click on the category icon
  4. Select the new category
SEE NEXT HOW TO: Split a transaction to more than one category (1)
SEE PREVIOUS HOW TO: Change the category of a transaction (2)

Split a transaction to more than one category (1)

Option 1: From Feed
  1. Go to the Activity feed screen
  2. Click on the transaction to expand the transaction box
  3. Swipe the expanded box to the right
  4. Click on "Split"
  5. Introduce the amount to be re-categorized
  6. Click "Next"
  7. Select the new category and click "Done"
SEE NEXT HOW TO: Split a transaction to more than one category (2)
SEE PREVIOUS HOW TO: Split a transaction to more than one category (1)

Split a transaction to more than one category (2)

Option 2: From Overview
  1. Go to the Overview screen
  2. Click on the transaction to see the transaction details
  3. Click on "Split"
  4. Introduce the amount to be re-categorized
  5. Click "Next"
  6. Select the new category and click "Done"
SEE NEXT HOW TO: Tag and comment transactions and check tags (1)
SEE PREVIOUS HOW TO: Split a transaction to more than one category (2)

Tag and comment transactions and check tags (1)

Option 1: From Feed
  1. Go to the Activity feed screen
  2. Click on the transaction to expand the transaction box
  3. Swipe the expanded box to the right
  4. Click on "Comments"
  5. Write down “#” & your individual text
  6. Click "Done"
  7. Click on the tagging text to see other tagged transactions
SEE NEXT HOW TO: Tag and comment transactions and check tags (2)
SEE PREVIOUS HOW TO: Tag and comment transactions and check tags (1)

Tag and comment transactions and check tags (2)

Option 2: From Overview
  1. Go to the Overview screen
  2. Click on the transaction to see the transaction details
  3. Click on "Comments"
  4. Type “#” & your individual text
  5. Click "Done"
  6. Click on the tagging text to see other tagged transactions
SEE PREVIOUS HOW TO: Tag and comment transactions and check tags (2)
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