Transactions

To see transactions specific to an account, visit the Accounts page and then select the account. Scroll to the Transactions section.

To see transactions across accounts, visit the Transactions page. From here you can search, sort, and filter your transactions, by accounts, category, type, and date range.

To see detailed transaction information, click on the Information icon (a circle with an “i” in the middle) on the far right of each row. This shows all of the information we have about your transaction.

If you’re not seeing recent transactions, double check your account connections. You may need to reconnect or force an update to fetch more recent data.