Viewing Your Transactions

Your transaction history

The Transactions screen shows all activity across your linked accounts, organized by date.

How to access transactions

Tap Recent Transactions on the dashboard, or tap view all to see the full history.

Transaction display

Transactions are grouped by month and date. Each transaction shows:

• Category icon (color-coded)
• Merchant or transaction name
• Amount (positive for income, negative for expenses)
• Date
• Recurring indicator (if applicable)

Tabs

• All — Shows all past transactions.
• Upcoming — Shows predicted future transactions based on detected recurring patterns.

If no transactions appear

If you see "No recent transactions to display", make sure you have at least one bank account linked and syncing. Transactions typically appear within a few minutes of linking an account.