Transactions
Manage your inflows and outflows with ease
Revenue and expenses tracking
Integrate your data from different sources to have a clear overview of your flows and drill down to transaction-level data.
Organize your transactions
Have a better grip on your current financial situation by categorizing, labeling and filtering your data.
Automation rules
Set up automated rules to streamline transaction categorization and labeling, assigning business partners, marking transfers or excluding transactions from analytics.
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Gain real-time visibility into your financials
Search, filter, sort, play
Organize your transactions to your liking. Sort by date, amount, payee, category, or any other relevant detail in seconds.
Export filtered list
Export specific subsets of your transaction data based on filters you apply, enabling tailored analysis and reporting.
Import file from third party
Effortlessly import transaction files from banks or other third-party sources, keeping your data centralized.
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Gain real-time visibility into your financials
Mark transfers between accounts
Clearly identify and track transfers between accounts, maintaining accurate records of your financial movements.
Exclude transactions from analytics
Choose to exclude specific transactions from analytical calculations, allowing for focused insights.
Split transactions
Easily split transactions across multiple categories and labels, providing detailed breakdowns for precision and accuracy.
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