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Transactions
Transactions
Learn more about Copilot's Transactions tab
By Samantha and 3 others
4 authors
21 articles
Overview
Transactions Tab Overview
Transactions FAQ
Getting Started
Bulk Editing Transactions
Creating Manual Internal Transfer Payments
Creating Manual Transactions
Credit Card Payment Transactions
Excluding Transactions
Exporting Your Transaction Data
Refund and Reimbursement Transactions
Splitting Transactions
Creating Name Rules
Transaction Types
Learn More
Copilot Intelligence for Spending
Historical Transaction Data
International Currency
Month and Year in Review
Recurring Transaction Name
Transaction Dot Color Guide
Tags
Tags
Tags vs. Categories
Creative Ways to Use Tags