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...

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...

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...

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...

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...