Transactions
View, filter, categorize, and manage all your transactions in one place.
Viewing Your Transactions
Learn how to view and navigate your transactions in Balance Budget.
→Filtering Transactions
Learn how to filter transactions by account, category, type, status, and more.
→Categorizing Transactions
Learn how to assign budget categories to your transactions.
→Bulk Categorizing Transactions
Learn how to categorize multiple transactions at once to save time.
→Split Transactions Across Categories
Learn how to divide a single transaction across multiple budget categories.
→Adding Manual Transactions
Learn how to manually add transactions for cash purchases and other expenses.
→Editing Transaction Details
Learn what you can edit on bank and manual transactions.
→Understanding Transaction Types
Learn about income, expense, and transfer transactions in Balance.
→Transaction Refresh
Learn how to manually refresh transactions and check for new activity.
→Transaction Sync Timing
Understand how often transactions sync and what affects sync speed.
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