Timeline is a search-friendly view of all transactions from all your accounts, like a supercharged bank feed. Fincent automatically detects and categorizes recurring bills and payments, plus your bookkeeper (or you) can easily classify transactions from the Timeline.

  • Lookup transactions by account name, tag, amount, description, and date.
  • Sort transactions by Date, Name, Description, Category and Amount or filter by similar transactions.
  • Attach documents, bills and invoices to any transaction on your Timeline.
  • Depending on your Fincent plan, your bookkeeper classifies your transactions and highlights what you need to review. Click For Review to view these transactions, leave a comment and attach bills/invoices. Your bookkeeper handles the rest.

Your Timeline is accessibility friendly too. Just hit ? (Shift + / on Mac)  for keyboard shortcuts.