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How to Bulk Edit Transactions

Create rules that categorize matching transactions for you — including transactions from future imports — and understand how rules take priority over each other.

How to use Rules to categorize transactions automatically

Find transactions from a specific exchange, wallet, or CSV import.

Filter transactions by sync

Handling Duplicate Transactions

Download or export transaction from the Transactions page

Export Transactions on the Transactions page

How to Edit Transactions

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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