How do I view my transaction history?

On the Accounting page you'll see a top navigation bar showing Accounts and Advanced.

Under Accounts, there's a sub-navigation menu with options to view Balances and Transactions.

Select Accounts and then select Transactions to view a historical feed of transactions from your bank and connected accounts.

Transactions that are associated with invoicing, payment form, and bill pay (if offered by your banking institution) are automatically matched and recorded in the general ledger.

Click on an uncategorized transaction to easily assign it to an accounting category.

 This transaction sync happens automatically overnight and also in real-time when you load the transactions page.


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