From the Bank Account ($) page, the Transactions page shows all transactions sent and received. Assign a debit or expense to a project in order to organize your transactions and ensure all expenses are accounted for.


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 you'll be prompted to fill out the project assignment and expense name. Click "save" to save the changes or "cancel" to go back.

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

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


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