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Going through your transactions one by one is the best way to determine the proper category for each transaction, but you also have the option to Automatically categorize uncategorized transactions. To do this, select
. You'll be prompted to Auto Categorize a number of your transactions based on your transaction history.Searching your transactions
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Your transactions will download to a .CSV file that you can open in your preferred spreadsheet application.
Calendar View
While the default view for your transactions is a simple list, you also have the option of viewing your transactions as a calendar. You can switch between List View and Calendar View at the top of the page.