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How do I use the Money Out Dashboard?

Each dashboard offers filters, a basic search, and an advanced search.

How do I filter the Money Out Dashboard?

There are several different filters you can adjust including Date, Type, and Rows. 

Screenshot: Dashboard Filter

What is the 'Date' filter?

The Date filter allows you to see transactions from a certain timeframe. These include:

  • Current Year - All transactions from the current year
  • Past Year - All transactions from the past year
  • Custom Range - All transactions from the custom timeframe that you set

What is the 'Type' filter?

The Type filter allows you to filter by the various expense types, including:

  • All - All transactions except the ones that have been deleted
  • New - All untagged transactions
  • Business - All transactions that have been tagged as Business
  • Personal - All transactions that have been tagged as Personal
  • Archived - All transactions that have been deleted
  • Refunds - Transactions that have been tracked as an Expense Refund
  • Assets - All transactions that have been tagged to an asset account
  • Equity - All transactions that have been tagged to an equity account
  • Liabilities - All transactions that have been tagged to a liability account
  • Other Expense - All transactions that have been tagged to other expense account
  • Bank Transfers - All transactions that are bank transfers (i.e. transfer between 2 accounts, credit card payment, etc)
  • Bill Payments - All transactions tagged as bill payments
  • Suspense - All transactions that have been tagged to the suspense account

What is the 'Rows' filter?

The Rows filter allows you to choose how many rows are displayed on each page. You can select from default values between 5 and 50.

How do I search the Money Out Dashboard?

Each dashboard has a search bar that you can use to do basic searches. In the Money Out Dashboard, you can search by any of the following:

  • Vendor
  • Amount
  • Business name
  • Category

Is there an advanced search?

Yes, the advanced search allows you to narrow your search by Date Range, Status, Vendor, Amount Range, Category, Type, Transaction Name, Account Number, Business, Client, and Notes. This is a helpful tool to find specific transactions that you may be looking for.

To use the Advanced Search feature:

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Click the blue drop-down arrow in the search bar
  3. Enter all the filters and search criteria you want to apply
  4. Click the ‘Search’ button at the bottom

If you need to reset the search criteria, just hit the ‘Reset’ button within the Advanced Search pop up.

How do I edit transactions in the Money Out Dashboard?

If needed, you can easily edit your transactions at any time. To edit a transaction: 

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Click on the transaction that you wish to edit
  3. Make your changes
  4. Click ‘Save Details’

Can I bulk edit transactions in the Money Out Dashboard?

While you can easily tag your transactions one-by-one, there may be times when you want to categorize multiple transactions at once, making it faster and easier to categorize your finances.

The Speed Tagging feature allows you to select multiple transactions in order to tag them all the same way at once.

To use the Speed Tagging feature: 

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Select the checkboxes next to each transaction you’d like to tag the same way, or click the checkbox at the top to select all on that page (note that you can change the Rows filter to select more transactions at once)
  3. At the top, click ‘Select a Category’ and select the category/account the selected transactions should be tagged to

Can I split an expense?

There are certain situations in which you may need to split your expenses. These include:

  • A single purchase that includes both business and personal items. For example, if you have an Airbnb that you rent out for part of the month and you live in for the rest of the month, you can split your cable bill between business and personal expense categories.
  • A single purchase that includes items that fall into multiple business expense categories. For example, if you place an online order that includes supplies for your office, but also business gifts for your client, you can split the expense between multiple business expense categories.
  • A single purchase that is for multiple clients. For example, if you go to a home goods store and purchase items to stage homes for two different clients, you can split the expense between your two clients.

To split an expense:

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Click on the transaction that you wish to split
  3. Click the ‘Split’ button
  4. You’ll get a pop up with two line items; if you need to split more than two ways, click ‘+Add New’
  5. By default, the expense splits in half but you can edit the amounts and categories by clicking on them
  6. Once you’ve finished splitting the expense, click the ‘Save’ button
  7. If you need to split an expense between multiple clients, toggle on the 'Split by Client' toggle

In your expense list, the split expense will display a double chevron icon, indicating that it can be expanded to view or edit the individual splits of the transaction.

How do I delete a transaction in the Money Out Dashboard?

If there are expenses that you don’t wish to track, you can delete them. Any transactions that you delete are not permanently deleted; rather they are moved to the Archived section of the Money Out Dashboard. This ensures that you can easily restore a transaction at any time if you delete a transaction accidentally. However, archived transactions are not reflected in your reports, totals, or tax estimates.

To delete a single transaction: 

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Locate and click on the transaction you wish to delete
  3. Click the ‘Delete’ button

To delete multiple transactions at once: 

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Select the checkbox next to each transaction that you wish to delete or use the select-all option at the top
  3. Click the trash icon at the top

How do I restore a deleted transaction in the Money Out Dashboard?

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Change the Type filter to ‘Archived’
  3. Locate and click on the transaction that you wish to restore
    1. To restore multiple transactions at once, click on the box to select each transaction
  4. Click the ‘Restore’ button

Once restored, the transaction will be moved back to the active view of the Money Out Dashboard and will be reflected on your reports/totals.