Summ

Learn to track and understand balances in-app for accurate reports using the Transactions page Balance view or the Ledger view.

Tracking Balances on the Ledger and Transactions Pages

How to back up your data on Summ

How to manage sync history and delete transactions of a specific sync.

Sync History Feature

Layla Huang

Vivi Turla

Ben Melbourne

Platform Guides & Features

This guide explains how to use filters and the different filters available in the Transactions tab

Using Filters on the Transactions Page

View Toggle - Hide ignored/spam transactions

Filter & View

Explain the difference between Universal and By wallet and exchange cost basis tracking

Cost Basis Tracking: Universal vs By Wallet and Exchange

How does cost base work in Summ and how to adjust or add a cost basis

How to adjust or add a cost basis?

Cost Basis

How to Bulk Edit Transactions

How to filter by transactions brought in by particular sync points in time.

Filter by Sync Feature

Handling Duplicate Transactions

Download or export transaction from the Transactions page

Export Transactions on the Transactions page

How to Edit Transactions

Transaction Features

Why do the in-app transactions look different from the transactions on the CSV?

Why are the transactions not auto-categorized?

Integrations

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