Transactions

Articles

- How Do I Add Transactions?
1. To add a new transaction, start by clicking "Transactions" in the top right corner. 2. Click...
- 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...
- 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...
- 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...
- 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.
 - 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. 1...
- 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,...
- Working With Debt
After you have added your Debts to the Debt Budget Group, you are ready to begin paying off your debts and have EveryDollar track your progress...
- 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...
- 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...
-How Do I Move a Transaction to a Different Budget Item?
So you tracked your gasoline transaction in the grocery category by accident. Don't panic. You can quickly reassign that transaction to a different budget item by clicking the item, then dragging the transaction to the correct ...