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Search Transactions

Last updated:

November 6, 2023

How to Search for a Transaction

On the main Accounts screen you will see a search bar near the top of the screen. Simply search for the transaction you are looking for and the search box will search all accounts for your search keywords.

How to Cope With Financial Emergencies

How to Cope With Financial Emergencies

Finding yourself in a sudden financial crisis is never fun, especially when you're ill-prepared or without the added support of family and friends. But no matter how desperate or hopeless it may feel, don’t panic - there are ways to cope with such emergencies.

How To Automate Your Finances

How To Automate Your Finances

Finances are one of those things that can easily become a real hassle; they’re tedious and time-consuming, sometimes even catch us off guard. Technology can help take the burden off our shoulders – all thanks to automated financial management.

Combining the Standard Deduction and Business Expense Deductions: Can You Do Both?

Combining the Standard Deduction and Business Expense Deductions: Can You Do Both?

It's no surprise that self-employed individuals strive to minimize their taxable income as much as possible. A frequently asked question is whether they can claim the standard deduction while still deducting business expenses.

Salary Negotiation Tips

Salary Negotiation Tips

There are some strategies you can implement for successful salary negotiations so that you can confidently move forward with your career and get the pay you deserve.

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