Transactions
All Your Transactions, In One Place
View, bulk-edit, categorize, tag and analyze all your transactions in one place
Managing your transactions with FinWise is quick, easy and simple
Get everything you need to manage and organize all your transactions. Stay on top of your finances with FinWise.
AI Auto Categorization
Transactions are automatically categorized by our advanced AI categorizer that learns from any changes you make.
Customizable Categories
Create completely custom categories and category groups with colors and emoji's to help you organize your transactions.
Transaction Tags
Add tags to your transactions to help you keep track of what matters to you.
Bulk Edit
Bulk edit allows you to quickly and efficiently edit and organise your transactions.
Split Transactions
Split transactions into multiple transactions to help you keep track bulk and shared purchases.
Add Notes
Add notes to your transactions to help you remember what you bought.
Upload Receipts & Attachments
Upload receipts or attachments to transactions for things like bills or invoices.
Advanced Filters & Search
Find transactions by description, date, category, tag, notes, amounts and more.
Set Effective Dates
Set effective dates on transactions to move them into the correct budget month.
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