This page gives you a history of all your completed transactions. You can assign categories to these transactions in order to view your budget patterns.

 

• Select the account you want to view from the drop down options.
• Select the amount of transactions you want to view (you can view 10-30 transactions or view transactions from a period of time).
• You can also filter your transactions by payment type.

 

To assign transactions to a category:

 

• Click on the tick boxes of the transactions that you want to assign to the same category. Make sure these boxes are ticked.
• Then select a category from the drop down options.
• Click save.

 

If no categories appear or you want to add a new category click create new category.