Transactions

Use this screen to see all your transactions on all your accounts, tag transactions, search for and view specific individual and combinations of transactions.

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  • Use the 'Change account' button at top right to select which account(s) to show transactions for

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  • The vertical colour line to the left of each transaction row corresponds to the colour of the transaction's account in the My Accounts section on the left hand side.

 

Editing and tagging transactions

Click/tap on an individual transaction description to change the description.

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Click/tap on an individual transaction tag to activate the pop-up transaction list. Select the appropriate tag from the options given.

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Remember to tick the 'Apply to similar transactions' checkbox before selecting the tag if you want transactions with similar/same descriptions to be tagged the same.  This will not only apply the same tag to existing transactions, it will apply the tag to transactions with similar/the same description that come into your Money Dashboard in the future.

You can also click on the lined icon above the Date search field to enable multi-editing.

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