STEP 7: Update This Month's Transactions

Click here to watch a video of this process.

1. Click on Transactions in the left sidebar

2. This time we’re going to check through the transactions for the current month, so use the filter on the right and set the Date Range to This Month.

   1. NOTE: If you see transactions in italics and are unable to edit them, this means your current settings do not allow you to categorize pending transactions. This can be changed by going to Settings (pinwheel at the top), then clicking on Preferences in the menu on the left, then toggling on the ability to edit pending transactions.

      1. To watch how you do this, check out this video demonstrating the process!

   2. Many of these will already be correct thanks to the Rules you created in step 4, but do still go line by line to confirm.

   3. One great feature to make use of going forward is the option to Split Transaction - You can watch a video of this process here.

      1. Use this if you have an expense for which a portion belongs in multiple categories (this is common with purchases from places like Walmart and Amazon).

      2. Click on the arrow on the right side of the transaction row. 

      3. In the pop up, click on the word Split next to the Category drop down.

      4. Choose the categories you want to split it between and input the amount that applies to each category.

         1. For example, if you ordered a new shirt, toothbrushes, and a vitamin all in one Amazon order, you could split the single transaction amount into 3 categories and designate the specific amount that applies to each category.

   4. If you have any cash transactions, on click on +Add Transaction in the upper right of the page and you can add your transaction manually

      1. Check out this video to see how to do this in more detail!