Skip to main content
English
English
English
English
Advice and answers from the Copilot Team
Search for articles...
Search results for:
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
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
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
Bulk Editing
Transactions
How to multi-select and bulk edit
transactions
… pressing a transaction in the
Transactions
tab
… After the transaction's box is checked, you'll be able to select additional
transactions
and use the
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
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…
Transactions
from the same merchant may not always post with the same name, or
transactions
may have… In the
Transactions
tab
, search for the transaction with a portion of the name
Tags vs. Categories
You can view Tag totals by month by filtering by one or more tags in the
Transactions
tab
… For example, there are different tags associated with this list of
transactions
, but all of the
transactions
… Categories also have their own
tab
in Copilot for review and management
Exporting Your
Transaction
Data
Steps to export your
transaction
data as a CSV… In the Settings menu, scroll down to Account Tap on Export your
transactions
Copilot will… after applying different filters, searching for a specific merchant, or transaction name in the
Transactions
