Transactions
Read, filter, classify and add movements.
Classify
- Work the queuesEmpty the working views of the Transactions page each week, so that every movement has a category, a price and a decision.Guide
- Categorize movementsSelect movements and give them a category, a subcategory, a review mark or a note, or decide what a potential bridge was.Guide
- Potential bridgesCheck each pair that Conta Finance thinks is one transfer between two platforms, record what it was, and record the bridge fee.Guide
- Potential spamWhy Conta Finance flags some transfers as potential spam, what the flag hides, and how to see the flagged transactions.Guide
- Link transactionsMake movements of different transactions share one category, and change or delete the link later.Guide
Add and export
- Add a transactionEnter a transaction by hand, add a missing movement to one the ledger already has, and delete what you entered.Guide
- Import a ledgerBring movements in from another accounting product, from the Conta Finance template or from transaction hashes, one decision per screen.Guide
- Export dataDownload what a page shows as an Excel workbook or as CSV files, and know what each file holds.Guide