You can see all your transactions on the Timeline. Although transactions get automatically categorized, sometimes, it's not easy to know where a transac...

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 accou...

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.  C...

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...

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...

To attach a document to a transaction, click on “:” and then Attach a document.  A window will open up that will give you the option to attach a documen...

Click on Download a CSV, select a date range you want transactions from, and click on Download. This will download a list of your desired transactions on yo...

To leave a comment on any of the transactions, click on “:” and then Leave a comment.  Once the transaction window opens up, type in the comment, and press...