Transactions

To see transactions for a specific account, select Finances from the main navigation. The Accounts page will open by default. Select the account you want to review, then scroll to the Transactions section.

To see transactions across all of your accounts, select Finances from the main navigation, then choose Transactions from the navigation at the top of the page. From here, you can search, sort, and filter transactions by account, category, type, and date range.

To see more detailed information about a transaction, select the Information icon (a circle with an “i” in the middle) on the far right of the row. This shows all the information Frank has for that transaction.

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

Frank does not currently support changing the category assigned to a transaction.