Records

• Understanding transactions

  Browse charges, open a transaction, and fix category or match details after you confirm them.

• Receipts and matching

  Upload receipts and confirm the matches Fern suggests against transactions.

• Managing accounts

  Keep checking, cards, PayPal, Etsy, and other accounts straight so uploads land in the right place.

• Understanding reports

  See totals for a period, by category and account, from the records you have confirmed.

• Categories and rules

  Name expense categories and optional rules in Settings, then confirm them in Review.