Transactions

---

UseNew Transaction to create a new transaction andEdit Transaction... to edit an existing transaction. Below are the available fields you can provide information for to describe each transaction you create.

• Type Code: Describes what kind of transaction you are creating. Was this transaction created with your Debit Card or was it an Automatic Deposit? (see Type Codes)
• Category: Examples for categories are Haircut, Groceries, Clothing etc. (see Categories & Payees)
• Transaction Date: When did you buy the items in your transaction or when did you receive money from someone?
• Payment: The amount that you paid someone using money from your checking account.
• Deposit: The amount that you received from someone and put into your checking account.
• Payee: Payees are businesses or people you received money from or gave money to. (see Categories & Payees)
• Description: Allows you to provide some notes for your reference.
• Receipt: You can attach a receipt of any file type to your transaction.
• Cleared: Cleared transactions are ones in which your bank knows about and appear in your monthly statement summary. Uncleared transactions are pending transactions in which your bank does not know about yet. (see Account Details)
• Statement: Attach the monthly bank statement that is associated with this transaction. (see My Statements)

If you want to update a field for multiple transactions with the same value see Edit Multiple Transactions.