Transactions

Transactions are at the heart of FinWise. Learn how to view, filter, categorize, and manage your transactions effectively.

Import your transaction history from other apps or bank exports. This is perfect for migrating from another service or adding historical data.

There are 2 ways to bring your Vault22 data into FinWise:

Export your financial data for tax purposes, sharing with advisors, or backup. FinWise supports multiple export formats.

Split a single transaction into multiple categories. Perfect for purchases that span different spending areas, like a grocery trip that includes both food and household items.

Edit multiple transactions at once. Quickly categorize, tag, or modify many transactions without clicking through each one individually.

Transfers are movements of money between your own accounts. Learn how FinWise handles transfers so they don't inflate your spending or income numbers.

The "Needs Review" feature helps you stay on top of new transactions. Transactions are flagged for review so you can verify categories, add notes, or just acknowledge you've seen them.

Find and clean up duplicate transactions in your accounts. Bank syncs occasionally pull the same transaction twice — for example, when a pending charge gets imported again as a separate posted entry, or when reconnecting an account replays history that was already loaded.

Archived transactions are hidden from your normal transactions list, balances, and reports — but they're never deleted. You can review what's been archived and restore anything you want back to your active transactions.