Transactions
Transactions
Transactions
Curl Budget automatically imports and organizes all your transactions from connected accounts.
Viewing Transactions
Your transactions are displayed in a chronological list, with the most recent at the top. Each transaction shows:
- Merchant name - The business or person involved
- Amount - Negative for expenses, positive for income
- Category - The type of transaction
- Date - When the transaction occurred
Transaction Details
Tap any transaction to see more information:
- Full merchant name and description
- Exact date and time
- Which account it came from
- Current category (tap to change)
Searching and Filtering
Use the search bar to find specific transactions by:
- Merchant name
- Amount
- Notes you've added
Categories
Curl Budget uses AI to automatically categorize your transactions. You can always change a category by tapping the transaction and selecting a new one.
Common Categories
- Food & Dining - Restaurants, groceries, coffee shops
- Shopping - Retail, online purchases
- Transportation - Gas, parking, rideshare, public transit
- Entertainment - Movies, streaming, games
- Bills & Utilities - Rent, electricity, internet, phone
- Health - Doctor visits, pharmacy, gym
Manual Transactions
For cash purchases or transactions that don't sync automatically, you can add them manually:
- Tap the "+" button
- Enter the merchant name
- Enter the amount
- Select a category
- Save
Need Help?
If transactions aren't appearing or look incorrect, see our troubleshooting guide.