Open workspace or project transactions
Select Transactions in the workspace navigation to see transactions across the workspace.
Open a project and select Transactions to see transactions for that project.
The workspace page loads rows as you scroll so large transaction sets stay responsive. Use Filters, All Sources, Views, Columns, and search to narrow the list. Built-in views include All Transactions, Uncategorized, Payroll, Petty Cash, and Credit Card. The workspace page also includes Accounting when that connection is available.
The list updates as new transactions sync. Your access determines which workspace or project transactions you can view and edit.
Viewing transaction details
Select a transaction row to open its detail panel. From the panel you can review the source information, add a note, and attach or review receipts and other files. The available fields depend on the transaction source and your access.
Actualizing a transaction against your budget
Actualizing connects a transaction to the budget so it is included in actual spend.
Select a transaction.
Assign a Project when you are working from the workspace Transactions page. Project Transactions already has the project selected.
Assign an Account. The account is the budget line where the transaction belongs.
Turn on the Actualized toggle in the detail panel.
An assigned transaction that is not actualized remains available for review but does not count in the budget's actual spend. After actualization, the amount appears in the budget's Actual column and the related actuals view.
Bulk editing transactions
Bulk editing applies the same field changes to several selected transactions.
Select the checkboxes for the transactions you want to change. Apply filters or search first if needed.
Select Edit - N transactions above the table. The number matches your selection.
In the edit dialog, choose the fields to change. You can set or clear Project, Account, Contact, Status, Actualized, and Tags. Leave a field unchanged when it should keep its existing value.
Select Apply.
From the workspace page, select the project before selecting an account. From a project page, the project is fixed. Locked fields are left unchanged and the dialog reports any skipped updates after the operation.
Sort and organize transactions
Transactions open sorted by Date, newest first. Select a column header or open the sort controls to change the order. Your sort choice is saved for your next visit to that transaction view.
Use Views to switch between saved or built-in views. Use Columns to choose which fields are visible, and Filters or search to focus on a subset without changing the underlying transactions.
See it in action
Open Transactions from the workspace navigation, select a row, and assign its project and account in the detail panel. Mark it Actualized to send the amount to the project's actual spend. For repeated assignments, select several rows and use the bulk edit action.