Persona

Transactions

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Get the most out of Transactions

Tag deductible spend, split shared costs, and keep every account in sync. Watch the video to learn how it works.

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My Rules

Rules run automatically on new transactions as they come in.

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Split one purchase across categories

Splitting is part of SortMe Pro. Divide a single transaction across two or more categories, so every dollar lands in the right place — plus everything else Pro adds.

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