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Daily work

Import statements, categorize and match, and make rules.

4 articles

Import bank and card statementsImport CSV, OFX, QFX, or PDF statements and check the rows before you confirm.
Categorize, match, and mark DoneMatch, categorize, split, tag, attach receipts, and mark transactions Done.
RulesMake rules that categorize similar bank lines, and see how they apply.
Add a transaction, transfer, or journal entryRecord activity that is not on a statement, and handle credit cards.