Copilot

Transactions Tab Overview

Descriptions for different transaction types.

Steps to create transaction name rules for automatic categorization.

How to multi-select and bulk edit transactions

Why we request historical transactions for your accounts during onboarding

Steps to export your transaction data as a CSV

Where to find your Month in Review and Year in Review

Steps to create internal transfer transactions for manual credit card account payments.

How to type and categorize credit card payment transactions

Why a transaction's name may change when it's associated with a Recurring

International Support and Converting Foreign Currency

Frequently asked questions regarding your transactions

Learn more about Copilot's Transactions tab

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you