Transactions

Every transaction from every statement you have uploaded, in one searchable table. This is where you check what was extracted, correct a category, and take a filtered extract into Excel.

What it shows

One row per transaction, across all accounts and all statements.

Column	What it contains
Date	The posted date. When the statement carried a time as well, the time is shown too.
Description	The recognized merchant name on the first line. When the raw statement text differs, it appears underneath in smaller type.
Account	The account the transaction belongs to — its nickname, else the bank name, else the masked account number.
Category	The assigned category, shown in the category's own colour. Editable in place.
Amount	The transaction amount in its own currency, presented according to whether it is money in or money out.
Balance	The running balance carried on the statement after the transaction, where the statement provided one.

A dash (—) means the statement did not supply that value.

Features

Feature	What it does
Search	Matches the description, the raw merchant text and the payment reference. Press Enter to apply.
From / To dates	Restricts the table to transactions posted within the window, inclusive of both dates.
Category filter	Shows only transactions in the chosen category. Clear it to return to everything.
Sorting	Click Date, Description, Amount or Balance to sort. Sorting is applied across your whole filtered set, not just the rows on screen.
Paging	Rows load 20 at a time as you page through; only the page you are looking at is fetched.
Inline category edit	Pick a different category directly in the row. The change is saved immediately.
Categorize	Assigns a category to every transaction that does not yet have one, and reports how many of the uncategorized rows it settled.
Recognize merchants	Resolves noisy statement text into clean, canonical merchant names, and reports how many distinct merchants it resolved.
Excel export	Downloads an .xlsx file of the transactions matching your current filters.

How to use it

1. Narrow the table with any combination of search text, a From/To date window and a category.
2. Click a column header to sort; click again to reverse it.
3. If rows are uncategorized, use Categorize, then re-check the Category column.
4. If descriptions are still raw bank text, use Recognize merchants to clean them up.
5. Correct anything the automation got wrong by choosing a different category in the row.
6. Click Excel to download exactly what your filters currently select.

Notes and limits

• The Account and Category columns are not sortable — sorting is available on Date, Description, Amount and Balance.
• Search is a case-insensitive substring match. It looks at the raw description, the raw merchant text and the reference, so searching for a cleaned-up merchant name may not match rows whose statement text spelled it differently.
• The Excel export ignores paging and sorting: it contains every transaction matching your filters, ordered oldest first.
• Amounts are shown in each transaction's own currency and are never converted or added across currencies.
• Categorize only touches transactions that have no category, so your own corrections are never overwritten.
• Categorize and Recognize merchants depend on server-side automation. If it is not available, the page tells you rather than failing silently.