How to Work with Your Transactions in Bankflow

One Ledger for Everything

Transactions in the sidebar is every transaction from every statement you've imported, in one list. Each row shows the date, description, category, tags, the statement it came from, and the amount. The figures along the top count what's in view: Transactions, Expenses, Income, and Needs attention.

Click Needs attention to show only the rows that need a decision from you, such as a row that doesn't fit the statement's balances or a suspected duplicate. Click it again to go back to everything.

Search and Filter

Type in the search box to match descriptions as you type. Click Filters for everything else:

• Date: a preset range or your own dates.
• Type & State: expenses or income, and rows you've edited, flagged, or that need attention.
• Category, Tag & Merchant: one or several of each.
• Folder and Source: a folder of statements, or specific banks and statements.
• Amount: above, below, or equal to a figure.

Active filters show as chips you can remove one at a time, or clear with Reset. Filters are shared: the Dashboard uses the same filter bar, and the Merchants and Categories & Tags pages total only the transactions your filters include. Pick a statement here and open Merchants, and you'll see that statement's merchants.

Edit a Transaction

Right-click any row for quick actions:

• Category, Tags, and Merchant, each searchable, with an option to create a new one on the spot.
• Edit details to change the date, description, amount, type, category, or the statement it belongs to. Add an edit reason if you want one. Every change is kept in the transaction's Edit history.
• Review in source opens the statement workspace on that row, with the PDF beside it.
• Mark as reviewed, Copy, and Delete transaction.

Edits save instantly. A category you set by hand is yours: rules and automatic categorization won't change it later.

Work on Many Rows at Once

Click a row to select it, Shift+click to select a range, or press Ctrl/Cmd+A to select every row that's loaded. Press Ctrl/Cmd+A again, or use the prompt in the selection bar, to select every row that matches your filters, even ones you haven't scrolled to. Escape clears the selection.

The selection bar's menu applies an action to every selected row: set the category, tags, or merchant; review the rows in their source statement; flag or unflag them; exclude them from your totals or include them again; or delete them.

Flag and exclude

• Flag marks a row to come back to. It changes nothing else.
• Exclude keeps a row out of your dashboard, cash flow, and totals without deleting it. Use it for transfers between your own accounts, a loan you'd rather not count as income, or a one-off that distorts the picture.

Add a Transaction by Hand

Click Add transaction to record something your statements don't have, like a cash purchase. Choose the date, description, amount, type, currency, and category. By default it goes into Manual entries. You can add it to an uploaded statement instead, but that changes the statement's balance reconciliation.

What the Row Badges Mean

• Duplicate: the same transaction appears elsewhere in your ledger.
• Flagged: you flagged it to come back to.
• A warning triangle: the parser wasn't confident about this row. Hover to see why, or click to open the row in its statement and check it against the PDF.
• Excluded: it doesn't count in your totals.

Deleting and Undoing

A deleted transaction goes to the trash, and the confirmation offers Undo. You can restore it later from History, on the Trash tab. See history and notifications.

Next Step

When the rows look right, export them or see what they add up to on the dashboard. To stop categorizing the same merchant by hand every month, set up rules.