Transactions
7 articles
Written by Olivia

Creating Manual Transactions
Steps to create manual transactions.
Written by Olivia. Updated over a week ago
Creating Manual Internal Transfer Payments
Steps to create internal transfer transactions for manual credit card account payments.
Written by Olivia. Updated over a week ago
Refund and Reimbursement Transactions
Steps to edit refund transactions.
Written by Olivia. Updated over a week ago
Splitting a Transaction across Multiple Months
Steps to split a transaction across multiple months.
Written by Olivia. Updated over a week ago
Transaction Name Rules for Categorization
Steps to create transaction name rules for automatic categorization.
Written by Olivia. Updated over a week ago
Transaction Types
Descriptions for different transaction types.
Written by Olivia. Updated over a week ago
Historical Transaction Data
Why we request historical transactions for your accounts during onboarding
Written by Olivia. Updated over a week ago