From the My Money ($) page, the Transactions page shows all transactions sent and received. Organize your transactions by:

  1. Assigning a debit or expense to a specific project.

  2. Assigning an inbound transaction or invoice to a specific project


1. Assign a debit or expense

Assign a debit transaction to account for an expense for a specific project. Under the "Project" column, instead of a project name, the transaction line will say "Assign to project."

Click on "Assign to Project" and a drop-down menu will appear with a list of your projects to choose from. You can also type in the project name in the search bar.

Once you select the project that the expense is for, you will be prompted to name the expense. Click "save."

To edit the expense, click the three dots to the right of the expense.

After clicking "Edit expense," you will be able to re-assign the transaction to a different project or re-name the expense. Click "save" when you've completed your desired action.


2. Assign an inbound transaction

Assign an inbound transaction to a project with similar steps.

Under the “Project” column, instead of a project name, it will say "Assign to project." Click on where it says "Assign to Project" and a drop-down menu will appear with a list of your projects to choose from or type in the project name in the search bar.

Once you choose the project to assign the transaction to, you will be prompted to search for the invoice ID to assign the payment. Click “assign” to complete the action.

Edit an inbound transaction by clicking the three dots next to the amount.

Click "Edit inbound transaction," and re-assign the transaction to a different project or invoice. Click "save" once your action is complete.


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