Activity · 6 minute read
Add, Tag, and Split Transactions
Transactions update account balances and power your plan, trends, reports, and exports.
Start a transaction
Select Add Transaction from the header or Activity page. Choose Expense or Income, then enter the payee, amount, date, and account.
Choose a group and category
Open the category menu. Bold group headings organize the categories beneath them, making similarly named categories easy to distinguish.
Add searchable tags
Add up to eight useful labels such as vehicle names, family members, reimbursable, vacation, or tax. A tag can connect related spending that lives in different categories.
Split a mixed purchase
Turn on Split This Expense, add the categories involved, and enter an amount for each. The split amounts must add up exactly to the transaction total.
Correct an entry
Open Activity and select the transaction to edit its details. Changes update the affected account and reports.
Continue at Your Own Pace.
Your workspace saves the records you submit, so you can complete the setup a section at a time.
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