I want to review my income and spending
Editing Actuals, rules, splitting and cleaning up.
5 articles
- How do I edit bookings in the Actuals inbox? On Actuals, the inbox lists every single bank and manual booking for the selected month. Tap a row to open Edit booking.
- How does Westara remember categories for payees (rules)? With rules: a rule remembers something like "this shop is groceries", so you don't have to categorise the same payee every month.
- How do I split a booking across several categories? Open the booking (Edit booking) and tap Split. The amount, date and account stay as the bank booked them.
- How do I match an Amazon order to a booking? Download your order history from Amazon as a file and upload Order History.csv under Match receipt. Westara matches the orders to the right charges and splits them by category. This works on every plan.
- How do I clean up duplicates and bookings without an account? You do both on Actuals in the ⋯ menu: Review duplicates for double rows, No account for rows that no longer sit on any current account.
Still have questions?
Tell us briefly what it’s about. We reply by email.