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transactions tab
Transactions
Tab
Overview
Information about the
Transactions
tab
… Copilot's
Transactions
tab
allows you to review, filter, and export your
transactions
… You can also create new
transactions
, and edit the details of existing
transactions
Transactions
FAQ
Frequently asked questions regarding your
transactions
… Why can't I categorize my
transactions
? (Income or internal transfer
transactions
)… Whenever a transaction is associated with a Recurring, the transaction name in the
Transactions
tab
is
Excluding
Transactions
Information about excluded
transactions
… You can filter for excluded
transactions
in the
Transactions
tab
… Please note: In the Cash Flow
tab
, you have the ability to add your excluded
transactions
in your total
Bulk Editing
Transactions
How to multi-select and bulk edit
transactions
… pressing a transaction in the
Transactions
tab
… In Copilot, you can bulk edit
transactions
for fast changes
Recurring
Transaction
Name
Why a
transaction's
name may change when it's associated with a Recurring… Whenever a transaction is associated with that Recurring, the transaction name in the
Transactions
tab
… However, if you tap or click on the Recurring transaction in the
Transactions
tab
, the transaction detail
Exporting Your
Transaction
Data
Steps to export your
transaction
data as a CSV… app in the
Transactions
tab
… Copilot allows you to export all of your
transaction
data as a spreadsheet on iOS, iPadOS, macOS and Web
Dashboard
Tab
Overview
Information about the Dashboard
tab
… Copilot's Dashboard
tab
allows you view new
transactions
, trending budget categories, upcoming recurrings… Tapping view all > will take you to the
Transactions
tab
Month and Year in Review
The Month in Review can be found in the
Transactions
tab
at the end /start of each calendar month… your legacy app icons, you can retrieve it by re-reviewing your most recent Year in Review in the
Transactions
…
tab
Creating Name Rules
Steps to create
transaction
name rules for automatic categorization… In the
Transactions
tab
, search for the transaction by name…
Transactions
from the same merchant may not always post with the same name, or
transactions
may have
Web FAQ
The app doesn't contain: Goals
tab
Cash Flow
tab
Demo mode Ability to create… On the
transactions
tab
you can use the following keyboard shortcuts: Move up and down the list… transaction name rules Ability to split
transactions
Ability to add new Real Estate
