Topics
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- Register as a User
- Reset your Password
- Create a Bank Account / Asset
- Share an Account with a Friend
- Reconcile an Account
- Adjust the Balance of an Account
- Attach an Invioce for a Transaction
- See more information for a Transaction
- Set up an Investment
- Add a Category / Beneficiary / Investment / Payee
- Add a Subcategory
See More Details for a Transaction / Account
Displaying all available fields clutters the screen, so we’ve chosen the most important to show on the Accounts Summary and individual account screens. If you want to see other fields in the table, select ‘Show/Hide Columns’ from the Actions menu at the top right.

Select the desired fields and click ‘Update Columns’.

Here we've checked the Transfer column to more easily see where money is going and coming from.
