Step 2 - Transactions
Review your transaction history and subscriptions
We’ll automatically categorize your transactions, but to make the feature more specific, you can customize your transaction history at any time to however you like.
Later on, we’ll walk through creating an auto-budget based on these transactions, so take a few minutes to make sure it’s customized to your preferences.
Follow along with our video or check out our step-by-step instructions to learn how to use the Transactions feature.