How to Search, Filter, and Classify Transactions

Step 1: Tap on Transactions located at the bottom of the screen.

Step 2: Select your Purpose from the top of the screen. In this example, I want to filter all of my transactions by selecting 'All Purposes'.

Step 3: Tap 'Edit' in the far right corner.

Step 4: Tap 'Filter'.

Step 5: Once you select Filter, you'll see the options below. Since All includes Classified and Unclassified Transactions, you're able to narrow down your results according to Dates, Type, etc.

Tap 'Filter' at the bottom of the screen once you're ready to see your results.

Step 6: The app will tell you how many transactions were filtered according to the options you selected. Tap 'Classify All As' if you'd like to make changes to all of your filtered transactions. 

Step 7: You can also scroll through your filtered transactions and select the individual transaction you want to make changes to. If you wish to delete the transaction, tap Delete in the top right corner.

Please note once a transaction has been deleted there is no way for us to recover this data. 

Step 1: From the Web Dashboard, click on 'Transactions'.

Step 2: Click the Filter at the top of the screen and you'll see the options below. This will include all  Classified and Unclassified Transactions. You're able to narrow down your results according to Dates, Type, etc. The Web Dashboard will automatically apply your results.

Step 3: Click 'Select All' if you'd like to make changes to all of your filtered transactions. 

Step 4: Or choose 'Select Multiple' to make changes to specific trips. 

A checkmark next to the transaction card indicates that it's been selected

Step 5: In the top right corner you can choose to 'Classify' your transactions or use the red trashcan to delete your transactions.  

Please note once a transaction has been deleted there is no way for us to recover this data.