Transactions

Articles

How Do I Add Transactions?
Step 1. To add a new transaction, start by clicking "Transactions" in the top right corner. Step 2. Click "+Add New". Step 3. Choose "Expense" or "Income" depending ...
How Do I Edit Transactions?
Sometimes you need to edit a transaction. Maybe you need to change the name of the merchant with whom you made the transaction, or maybe you need to adjust the date, or where you've tracked it on the budget. Here's how you edit a transaction...
How Do I Split Transactions?
If you've ever been to a superstore (and let's face it, who hasn't?), you've bought several things that need to be tracked across several of your budget line items. Groceries and clothes. A TV and toilet paper. A box of diapers and s...
Why Won't EveryDollar Automatically Categorize My Spending?
The key to spending less money is to feel your spending when it happens. The reason EveryDollar doesn't automatically categorize your spending is to help you create an emotional connection with those transactions. We need to feel that money leaving ...
How Do I Move a Transaction Into a Different Budget Item?
Sometimes you track your transactions a little too fast and drop a transaction on the wrong Budget Line Item. Or maybe you realize that the blender you bought for your cousin's wedding would be put to better use making smoothies for you. Now you...
Can I import a .CSV file from my bank?
EveryDollar does not support the import of any downloadable files. This includes CSV, QIF, QFX, and OFX. However, EveryDollar Plus users can import transactions from their bank to their budget by setting up their bank connection . This saves you tim...
 How Do I Assign Existing Transactions to a Budget Item?
It's easy to assign transactions to a Budget Item. All you have to do is drag and drop. Step 1. Click on "Transactions" in the top right corner. Step 2. You will see a list of transactions that are unassigned. You can the...
How Do I Search for a Transaction?
So you've created all of these transactions. You've dragged and dropped some of them into Budget Items, others you've deleted, and still others you just created and haven't done anything with them yet. What if you want to search...
Working With Debt
After you have added your Debts to the Debt Budget Group, you will need to decide how much you plan to pay on your debts this month and enter that in the "Planned" column. We recommend just making the minimum payments on all debts except t...
How Do I Delete Multiple Transactions?
Sometimes you may have several unassigned transactions that you want to delete at once. Or you may want to batch-delete all transactions in a month. Here's how you can do that. Step 1. Start by clicking the "Transactions" sectio...
How Do I Move a Transaction to a Different Month?
Sometimes you need to move a transaction from one month to another. Maybe you accidentally assigned a transaction to March, when you meant to put it in your April budget. The easiest way may be to just delete the transaction from the wrong mont...