Choose 'Transactions' from the menu
Use a combination of the Account Selector and the search bar to narrow your search.
You can use the transactions screen to get subtotals of transactions, filtered by name, date, value or tag - click 'Result Summary' to view results.
Download your transactions
You'll find the ability to export/download your transactions into a .csv file (spreadsheet) in the top right of the main Transactions screen. Click on the downward pointing arrow icon next to Results Summary to export a .csv file.
The download will include all transactions in the current view, i.e. any filters applied will be taken into account, and will include date, account, original description (as it appears at the bank), custom description (if you have amended it), value, and the tag applied.
Please note that this function is not available when using Safari, and is also not available on the mobile apps.
Editing and tagging transactions
Click/tap on an individual transaction description to change the description.
Click/tap on an individual transaction tag to activate the pop-up transaction list. Select the appropriate tag from the options given or create a new custom tag by clicking on 'Add a tag'.
Remember to tick the 'Tag 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 blue 'Multi-Edit' icon above the search field to enable multi-editing.
Hover your mouse over transactions amount - blue 'split' transactions feature will appear on the site - click 'Split' - apply new tag - edit amount - click ' Apply'.
Removing Duplicate Transactions:
In some cases, you may pay for a joint expense (eg - rent, utility bill, dinner, etc), and a friend/flatmate/partner reimburses you for their share of the cost. Unless the transactions are handled and tagged properly this can appear in the reporting as you have spent more on the item than you actually did, as well as additional income.
While there is no specific tag for 'reimbursement from friend', there are ways to deal with a transaction so it doesn't show as a higher spend than you actually made. We are planning some improvements to the tagging system to better handle expenses and reimbursements, but in the meantime the following workaround scenario may be helpful:
You share a gas bill for £100 with your flatmate. Your share of the cost is £50, but you pay the full £100 to the gas company and your flatmate reimburses you for the other £50. If the payment is tagged as Household > Gas then it will appear that you have spent £100 on gas this month rather than £50.
To rectify this you will first need to use the transaction Split function. Take the £100 transaction and split it into two transactions for £50 each. Leave the original parent transaction's description and tag as it is (eg, 'British Gas', Household > Gas). On the new £50 transaction you can choose to amend the description (eg 'British Gas - flatmate's share') and then change the tag to one from the Transfers group that you are unlikely to use for anything else, eg Transfer to other account > Investment - Other. For the corresponding incoming £50 transaction from your flatmate you will then also need to tag this as a transfer, eg - Transfer from other account > Investment - Other.
The reason for applying the Transfer tags to the transactions that don't represent your share of the bill is because it makes it easier to hide them in the reporting. Obviously all transactions will still appear on your main transaction history, and if the transactions were made on a current account you will also see all of them in the In:Out reporting view. But if you use the Income: Spend reporting view this hides transactions that are tagged as transfers or credit repayments. In this instance you will then only see your £50 share of the Gas Bill, but not the other £50 of the bill or your flatmate's contribution. You can also toggle the settings on the Outgoings by Group dashboard chart to remove the transfers from the chart and again only show your £50 share of the bill.