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Spend Tracker - Transaction Management
Spend Tracker - Transaction Management
Updated over 3 months ago

Add a transaction to Spend Tracker

For the time being, you cannot add manually any transactions to the Spend Tracker. Our system automatically recognizes and categorizes the transactions from your bank account based on the data provided directly by your bank.

Please note that the transactions are updated on a daily basis and they are not added real-time in the app. This means that the transactions should appear in the app in the following day.

Remove a transaction from Spend Tracker

In case you don't want to see a specific transaction in your Spend Tracker, you can exclude it from a category by following these steps:

  1. Open the Spend Tracker and select the category.

  2. Choose the transaction you want to exclude.

  3. You can exclude it by either swiping left or clicking on the transaction and tap on the exclusion toggle.

The excluded transaction will not count towards your spending totals, but you can view excluded transactions at the top of the Spend Tracker screen and re-include them if needed.

Change category of a transaction on Spend Tracker

For the time being, you are not able to change the category of a transaction in the Spend Tracker. The categorization happens automatically based on the data provided directly by your bank.

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