Managing Transactions
Last updated July 12, 2024
Managing your transactions efficiently is key to maintaining a healthy financial portfolio. Finch makes it easy to view, categorize, and manage all your financial transactions in one place. Follow the steps below to get started.
Viewing Transactions
- Open the Finch app and log in to your account.
- Navigate to the "Transactions" tab from the main menu.
- Browse through your recent transactions which are listed by date.
Categorizing Transactions
- Select a transaction you wish to categorize.
- Tap on the "Category" option.
- Choose the appropriate category from the provided list such as "Groceries", "Rent", or "Utilities".
Editing Transactions
- Locate the transaction you want to edit in the transactions list.
- Tap on the transaction to open its details.
- Select "Edit" to update the relevant information like amount or category.
- Save your changes once you are done.
Adding Notes to Transactions
- Find the transaction you want to add a note to.
- Tap on the transaction to open its details.
- Select the "Add Note" option.
- Type your notes and tap "Save" to keep them with the transaction.
Deleting Transactions
- Go to the transaction you want to delete.
- Open the transaction details by tapping on it.
- Tap the "Delete" option and confirm to remove the transaction from your list.
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