Accounts & Transactions
Understand transactions
Read, filter, and review the transactions that appear in WonderMoney.
Transactions are the record of money moving in or out of an account. Use the list to review imported activity, spot missing items, and keep categories current.
Before you start
Make sure the account has finished its first sync or has manual entries available. If you are reviewing a budget month, confirm the date range first.
Steps
- Open the transactions list for an account.
- Filter by date, category, or account if needed.
- Open a transaction to review the amount, merchant, and notes.
- Update the category, description, or recurring status when required.
Review
Look for uncategorized items, duplicate entries, and transactions that belong to a recurring payment. A short review each week keeps the account history usable for budgets and summaries.
Common issues
- A pending card payment is still showing as separate from the settled transaction.
- Imported data is missing a recent payment.
- A manual correction was entered twice.
- The date range hides the transaction you are looking for.