Getting Started

Updates and New Features
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Fri, 7 Jul, 2023 at 12:11 AM
Your transactions on Timeline
How do I review transactions highlighted by my bookkeeper?
You can see all your transactions on the Timeline. Although transactions get automatically categorized, sometimes, it's not easy to know where a transaction goes. In this case, your bookke...
How do I search for a transaction?
Your Timeline is equipped with an all powerful search to filter and dive deeper into the details. Look for any transaction done through your connected accounts with the search bar, along with sear...
How do I find similar transactions?
You can sort your Transactions via the Date, Name, Description, Category and Amount. To sort your data, click on the criteria you want to sort it by.  Clicking it once will sort it in an ascen...
How do I categorize transactions in my Timeline?
Whenever a transaction flows into the timeline, Fincent tries it best to automatically categorize it from the get-go. If the transaction isn’t automatically categorized, Your bookkeeper will not...
Can I mark a transaction as personal, transfer, credit card payment, or duplicate?
Yes. To mark a transaction as personal, click on “:” which will open up the options for the transaction. Click on either Personal, Transfer, Credit Card Payment, or Mark as duplicate to set th...
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Fri, 7 Jul, 2023 at 12:12 AM
What is your Timeline?
Timeline is a search-friendly view of all transactions from all your accounts, like a supercharged bank feed. Fincent automatically detects and categorize...
Wed, 19 Apr, 2023 at 4:37 AM