Transactions

The Transactions page gives you a complete view of all your financial activity. Search, filter, and manage every transaction that flows through your accounts.

Overview

The transactions page provides:

• Complete transaction history - Every transaction in one place
• Powerful filtering - Find any transaction quickly
• Bulk editing - Update multiple transactions at once
• Account linking - See which account each transaction belongs to

Viewing Transactions

Transaction Table

The transaction table shows all your transactions with key details:

Column	Description
Date	When the transaction occurred
Vendor	Who you paid or received money from
Category	The spending category
Amount	Transaction amount (negative for expenses)
Account	Which account the transaction is from
Notes	Any notes you've added

Sorting

Click any column header to sort:

• Date - Newest or oldest first
• Amount - Largest or smallest first
• Vendor - Alphabetical order
• Category - Group by category

Finding Transactions

Quick Search

Use the search bar to find transactions by:

• Vendor name
• Category
• Notes content
• Amount (type a number)

Filters

Narrow down your view with filters:

• Date range - This week, month, quarter, or custom
• Category - Select one or more categories
• Account - Filter by specific account
• Amount range - Minimum and maximum amounts
• Type - Income, expenses, or transfers

Combining Filters

Filters stack together. For example:

• "Groceries" category + "This month" + "Over $50"
• Shows all grocery purchases over $50 in the current month

Editing Transactions

Single Transaction

Click any transaction to open the detail view where you can:

• Change the vendor name
• Update the category
• Add or edit notes
• Mark as transfer (excludes from spending)
• Mark as auth hold
• Delete the transaction

Bulk Editing

Select multiple transactions to edit them together:

1. Check the boxes next to transactions
2. Click "Bulk Edit" in the toolbar
3. Choose what to update:
   • Set category for all selected
   • Mark all as transfers
   • Delete all selected

Special Transaction Types

Transfers

Transfers between your own accounts should be marked as transfers so they don't affect your spending calculations:

• Money moved from checking to savings
• Credit card payments from your bank account
• Internal account transfers

Auth Holds

Authorization holds are temporary charges that will be replaced by the actual transaction:

• Gas station pre-authorizations
• Hotel deposits
• Car rental holds

Mark these as auth holds so CshFlow can pair them with the final charge and avoid double-counting.

Income

Income transactions (positive amounts) are automatically detected and shown separately. They're used to calculate your spending room between paychecks.

Importing Transactions

Bank Connection

Connected banks automatically import transactions:

• New transactions appear within 24 hours
• Historical data is imported on first connection
• Duplicates are automatically prevented

CSV Upload

Import transactions from bank exports:

1. Go to Settings > Upload CSV
2. Select your bank's CSV file
3. Map columns if needed
4. Review and confirm import

CshFlow automatically:

• Detects duplicate transactions
• Pairs authorization holds with final charges
• Extracts vendor names from descriptions
• Suggests categories based on vendor

Transaction Details

Click any transaction to see its full details:

Core Information

• Original bank description
• Extracted vendor name
• Transaction date
• Posted date (if different)

Categorization

• Current category
• Category suggestions
• Quick category change

Account Info

• Source account
• Last 4 digits match
• Account type

History

• When imported
• Any edits made
• Related transactions (auth/charge pairs)

Tips for Using Transactions

Regular Review

Review transactions weekly to:

• Catch incorrect vendor names
• Fix miscategorized transactions
• Spot unauthorized charges
• Add notes for future reference

Use Notes

Add notes to transactions you want to remember:

• "Birthday gift for Mom"
• "Split with John - he paid half"
• "Business expense - client meeting"

Clean Up Vendors

When you see a transaction with a messy vendor name:

1. Click the transaction
2. Edit the vendor name
3. CshFlow will remember this for future transactions

Mark Transfers Correctly

Transfers that aren't marked correctly will throw off your spending calculations. If your available spending seems wrong, check for unmarked transfers.

Next Steps

• Learn about Vendor Analysis to understand spending patterns
• Set up Categories for better organization
• Use the Calendar to see transactions by date