Accounts & Transactions
Accounts and transactions
Manage bank connections, transactions, recurring items, and imports.
Use this section when you need to connect accounts, review imported data, or correct transaction details.
What this area covers
- Bank connections and sync status
- Manual offline accounts
- Transaction review and categorisation
- Missing or duplicate transactions
- Recurring payments
- CSV imports for supported accounts
How the flow works
WonderMoney keeps accounts, transactions, and recurring items connected to the same account context. A bank connection creates the data source, transactions appear in the review screens, and recurring detection groups repeating activity for follow-up.
If you are starting from nothing, begin with bank connections or a manual offline account. If your data is already in the app, move directly to transactions or recurring payments.