Rank FinanceHelp Center
    AppBack to the app
    Help/Transactions and organization
    All categories

    Transactions and organization

    Record, search, categorize and automate your money movements.

    How do I add a manual transaction?Record an expense, income or transfer when the transaction did not arrive automatically.What is the difference between an expense, income and transfer?Classify the transaction correctly so you do not duplicate money or distort your reports.How do I find a transaction?Combine search, filters and sorting to narrow down a long transaction list.How do I correct a transaction?Update its category, merchant, date, notes, tags or connection to a goal.How do I split a transaction across categories?Divide a purchase when one transaction includes different types of spending.How do I create a rule to organize transactions?Automate repeated changes based on a name, merchant, category or other conditions.How do I export my transactions?Download a CSV file for a specific month from the app.

    Other categories

    • Getting started
    • Accounts and connections
    • Budgeting and planning
    • Goals, debt and recurring charges
    • Investments, reports and GAIA
    • Your account and access

    © 2026 Rank Financial Technologies

    Rank websiteContactSecurityPrivacy