Do transfers count as spending?

No. Mark money moved between accounts as a transfer so it does not increase expense totals.

Can I add a missing transaction?

Yes. Use Add transaction, choose the correct account and type, then enter the amount, date, merchant, and category.

Help center

Review and categorize transactions

Check imported or manually added transactions, correct their details, and keep transfers out of spending totals.

Open Transactions and work through items that still need review. Check the merchant, date, amount, account, type, and category before marking an item reviewed.Treat transfers as transfers rather than expenses. Check refunds, fees, and income as well, because the wrong type distorts spending and cash-flow totals.

Step-by-step guide

Desktop web walkthrough

Follow these steps in the current product UI. Use the platform switcher to show instructions for another supported platform.

The Nethaven web transaction table with review status, date, account, and category filters.

Filter the table

Filter by review status, date, account, or category to keep the batch manageable.

Open in web app

Correct each row

Confirm the type and category, then mark the item reviewed. Leave uncertain items pending until you can compare them with the statement.

Common questions

Related resources

Import transactions from CSV Create a budget