Copilot Money

Samantha

Rafael

Learn more about Copilot's Transactions tab

Transactions

Transactions Tab Overview

Frequently asked questions regarding your transactions

Transactions FAQ

Overview

How to multi-select and bulk edit transactions

Bulk Editing Transactions

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

Creating Manual Internal Transfer Payments

Creating Manual Transactions

How to type and categorize credit card payment transactions

Credit Card Payment Transactions

Excluding Transactions

Steps to export your transaction data as a CSV

Exporting Your Transaction Data

Refund and Reimbursement Transactions

Splitting Transactions

Steps to create transaction name rules for automatic categorization.

Creating Name Rules

Descriptions for different transaction types.

Transaction Types

Olivia

Getting Started

Copilot Intelligence for Spending

Why we request historical transactions for your accounts during onboarding

Historical Transaction Data

International Support and Converting Foreign Currency

International Currency

Where to find your Month in Review and Year in Review

Month and Year in Review

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

Recurring Transaction Name

Transaction Dot Color Guide

Learn More

Tags vs. Categories

Ideas on how to creatively use tags in Copilot

Creative Ways to Use Tags

Find answers and get help from Intercom Support and Community Experts

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