Total Income
$0.00
Total Spend
$0.00
Active Categories
0
Displayed Months
Local & Private Personal Finance Dashboard BETA
These transactions didn't match a category. For each one: pick a category, check the type, and edit the keyword if needed. Tick Save Keyword and similar transactions are filed automatically next time. Rows you don't touch stay as imported.
I don't recognize the merchants in yet, so I can't tell which amounts are money in and which are money out. What is the file's largest transaction?
Your answer sets the rule for the whole file: the opposite sign gets the opposite role.
Total Income
Total Spend
Active Categories
Displayed Months
These have the same date, label and amount — usually the same transaction filed twice (sometimes in two different months). Cleanup keeps one copy per group, preferring the copy filed in the month its date belongs to.