Filtering transactions
Both new unmapped and mapped transactions can be filtered by amount, date and text.
Simply click “More Filters” on the screen and enter the desired search criteria.
Filtering by amount
In the filter area, the amount can be entered as a range (“from - to”). This makes it possible to show all transactions between -€1,000 and +€1,000.
Exporting transactions
Mapped transactions can easily be exported to Excel.
In the menu item TRANSACTIONS –> Mapped, click the download button at the top right.
Remapping several transactions
You can reassign transactions that have already been mapped:
Select one or more transactions.
Click “Remap”.
Select the desired category and confirm with OK.
Transactions that have already been mapped can be selected and assigned to a different category via “Remap”. The new selection must then be confirmed with OK.
If several are to be remapped, proceed as follows:
