Import and review personal transactions

Open the personal transactions page

Open Personal > Transactions to review the transaction list for your active workspace. The page shows bank account cards at the top, then the transaction list below.

1. Open Personal > Transactions.
2. If needed, select the bank account card you want to review.
3. Use the For review, Categorized, and Excluded tabs to change the visible list.

Search transactions

Use Search when you want to narrow the list by text, date, or amount. Search is read-only and does not change your books.

1. Click Search.Search
2. Enter a Query if you want to match description, payee/payer, or amount text.Query
3. Set Since and Until to choose a date range.
4. Set Min Amount and Max Amount to narrow by amount.Max AmountMin Amount
5. Click Run Search.Run Search
6. Click Close to hide the search panel.Close

Refresh the page data

Refresh reloads the transaction list, the transaction count, and your bank account summary data. It may also refresh balance freshness for connected accounts when available.

1. Click Refresh.Refresh
2. Wait for the page to reload the rows and balances.
3. If the data still looks stale, click Refresh again after a short delay.Refresh

Add a manual transaction

Use Manual Transaction when you need to enter a cash or adjustment entry yourself. The modal requires a date, direction, amount greater than zero, description, and an account with a verified three-letter currency code.

1. Click Manual Transaction.Manual Transaction
2. Enter the Date.
3. Choose Direction: Money Out (Debit) or Money In (Credit).
4. Enter the Amount.
5. Select the Account.Account
6. Enter a Description.
7. Optionally enter a Counterparty.
8. Click Save Manual Transaction.Save Manual Transaction

Review and categorize a transaction

Click a transaction row to open its inline action panel. Use Categorize to assign the transaction to a category, optional cost basket, and optional payee/payer details. Edit, undo, and related save actions are available only when your workspace has the needed access and feature support.

1. Click the transaction row.
2. Choose Categorize if it is not already selected.Categorize
3. Pick a Category.
4. Optionally pick a Cost Basket.
5. Optionally add a Memo.
6. Click Add to save the categorization.Add

Exclude a transaction

Use Exclude when a transaction should not stay in the review flow. This changes the review state rather than posting a new amount.

1. Open the transaction row.
2. Choose Categorize if needed.Categorize
3. Click Exclude.Exclude

Split a transaction

Use Split when one transaction should be divided into multiple lines. Each split line needs its own label and amount, and the total must match the original transaction before you save.

1. Open the transaction row.
2. Choose Split.Split
3. Add or remove split lines as needed.
4. Enter a label and amount for each line.
5. Assign any category, basket, subscription, or planner role values you need.
6. Make sure the split total matches the original amount.
7. Click Save Split or Save Splits.Save SplitSave SplitsSplit

Record or confirm a transfer

Use the transfer tools when one personal transaction is the other side of a movement between accounts. You can record a transfer directly, or confirm a suggested transfer match when one is available.

1. Open the transaction row.
2. Choose Record as transfer.Record as transfer
3. If a suggested match is shown, select it and confirm it.
4. Otherwise choose the destination account.
5. Click Record Transfer or Confirm Match.Confirm MatchRecord Transfer

Use suggested matches and AI matching

The page can show transfer suggestions and other review hints. You can also run AI Matching to refresh pending suggestion results for rows that do not yet have persisted matches, if your workspace has that feature.

1. Open the row action panel and choose Match or Record as transfer to load suggestions.MatchRecord as transfer
2. Review the suggested transfer candidates.
3. Select the candidate you want, or leave the panel open if you need to compare options.
4. To refresh matching suggestions for pending rows, click AI Matching.

Manage personal subscriptions

You can link a transaction to a subscription, create a new subscription from a transaction, or change the subscription registry from the page when your workspace has the needed feature. These actions affect how the transaction is grouped in the personal review view.

1. Open the subscription dropdown in the row.
2. Choose an existing subscription to link it.
3. Choose the blank option to unlink it.
4. Choose + Create new subscription to open the create dialog.
5. Enter a subscription name, optional expected amount, and frequency.
6. Click Create Subscription.Create Subscription

Use the personal vendor picker

When a row asks for a payee or payer, you can type in the vendor field to search personal vendors or create a new one, if your workspace has personal vendor access.

1. Click in the payee/payer field.
2. Type at least 2 characters to search.
3. Choose a suggestion or click Create new payee/payer.
4. If you create a new one, fill in the vendor form and save it.

Tab and page navigation

Use the tabs and pagination controls to move through the list. The card list at the top also changes which account’s transactions are shown.

1. Click a bank account card to switch accounts.
2. Use Prev and Next to move between pages.NextPrev
3. Use the numbered page buttons, when shown, to jump to a page.
4. Use the For review, Categorized, and Excluded tabs to switch status views.

Common recovery steps

• If a save request fails, keep the row open, correct the fields, and try again.
• If a control is disabled, check whether you are missing write access or the related feature is not available to your workspace.
• If a search shows no rows, clear one or more filters and try again.
• If data looks stale, use Refresh.
• If you closed a modal before saving, reopen it from the page and re-enter the values if needed.