Management
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Managing your transactions effectively is key to keeping your account in sync with your actual bank statement. The app offers a user-friendly interface that simplifies the process. Here's how you can manage and reconcile your transactions for better financial tracking:
Key Features of Transaction Management:
Reordering Transactions:
You can rearrange transactions by simply dragging them up or down within the transaction list. This feature allows you to organize transactions in the same order as they appear on your bank statement. Having them in order helps you easily compare and ensure everything matches.
Reconciling Transactions:
Each transaction has a small white circle next to it. Once you've verified a transaction against your bank statement, tap the circle to mark it as reconciled. This action fills the circle and indicates that the transaction has been confirmed. The app will remember your progress, so next time you return, you’ll know exactly where you left off.
Transaction Details and Editing:
Tap on any transaction to view its full details, such as the category, amount, and notes. You can also edit transactions if needed to correct any mistakes or adjust categorizations for better budgeting insights.
Adding a New Transaction:
To add a new transaction, click the “+” icon at the top of your screen. This will open a form where you can enter the details of your transaction, including the amount, category, date, and any relevant notes. Once added, this transaction will appear in your list and can be managed just like any other.
Practical Tip:
Regularly reconcile your transactions to keep your budget and actual account balances in sync. This will prevent any discrepancies and ensure that your financial data is always up to date. Use the drag-and-drop feature to keep transactions in order, making the reconciliation process smoother and more intuitive.
By using these tools, you'll have a clearer view of your spending habits and a more accurate reflection of your financial situation, right within the app!
