General Topics

Core Functions

• Custom Rules: Automating your transactions

Tags

• System Tags
• Anomalies, Month Exclusions
• Credit Payoffs
• Tips

Best Practices

• When to NOT categorize transactions
• I received money, but should I treat it as income or a negative expense?

Transaction Syncing

Overview

• Email Sync vs. Direct Sync

Direct Connections

• Help! My balance is out of sync!

Email Sync

• Setting Up Email Sync
• Compatible Institutions