Transactions
Understand how transactions are categorized.
By Emily1 author7 articles
Categorizing & reviewing transactions
Choosing the correct transaction categoryHave trouble choosing the right category for a transaction? We've got you covered. This guide will walk you through how it all works!
Unmatched payouts and transfers
Reporting purchases as incidentals
Reporting transactionsLearn how to add business transactions that happened outside of your bank or credit card accounts, for example, in personal accounts
Accrued and prepaid expensesLearn how to manage your accruals and prepaid expenses so the timing of your expenses match your real business