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Advice and answers from the Copilot Money Team

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
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
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
Separating Business and Personal Spending
With Tags, you can also view monthly spending totals in the Transactions tab by filtering transactions… Excluded Transactions… Spending Categories Excluded Categories Group of Categories Tags Excluded Transactions
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