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Features
Resources to manage your finances.
17 articles in this collection
Written by
Mael Caldas,
Jacob van den Berg,
and
Raquel Esper
Copy transactions
Describes the different ways how you can duplicate/repeat transactions
Written by
Raquel Esper
Updated over a week ago
Range slider
Written by
Raquel Esper
Updated over a week ago
Transactions Filter Tabs
Access drafts, checked and unchecked transactions quickly
Written by
Raquel Esper
Updated over a week ago
Activities
Show what has changed on your books
Written by
Jacob van den Berg
Updated over a week ago
Attachments on transactions
Go Paperless with attachments and links
Written by
Raquel Esper
Updated over a week ago
Book Sharing
Grant access to your peers with different levels of permission and work in a same book without compromising your financial info.
Written by
Jacob van den Berg
Updated over a week ago
Balances Audit
Account balances guaranteed to be fully consistent all the time.
Written by
Mael Caldas
Updated over a week ago
Chart Reports
Written by
Raquel Esper
Updated over a week ago
Comments
Financial collaboration empowered by contextual communication
Written by
Raquel Esper
Updated over a week ago
Custom Properties
Centralize structured data on key/value pairs
Written by
Raquel Esper
Updated over a week ago
Drag and Drop files
Written by
Raquel Esper
Updated over a week ago
Hashtags in transactions
Written by
Jacob van den Berg
Updated over a week ago
Insert URLs and links on transactions
Written by
Raquel Esper
Updated over a week ago
Merge Transactions
Turn two transaction into one preserving all their information
Written by
Jacob van den Berg
Updated over a week ago
Query guide (search)
Written by
Raquel Esper
Updated over a week ago
Transaction status
Learn what is a draft or posted transactions and what is checked or unchecked status.
Written by
Jacob van den Berg
Updated over a week ago
Search wizard
Written by
Mael Caldas
Updated over a week ago