Transactions

All your transactions, in one list

Every transaction from your banks and cards lands in one place. Rules, splits and bulk edits keep your budget accurate without the busywork.

Search, filter and edit in bulk

Search, or filter by date, category, account or tag. Select as many transactions as you like and update their category, account, merchant, date or tag together.

Transactions list for October, $6,694 spent across 52 transactions, with merchants, categories and amounts. Transactions list for October, $6,694 spent across 52 transactions, with merchants, categories and amounts.

Transactions: search, filter and edit in bulk

Transactions in multi-select with 4 selected and an Edit (4) button to change them together. Transactions in multi-select with 4 selected and an Edit (4) button to change them together.

Bulk edit: change several at once

Split a purchase

One receipt can cover groceries and household goods. Split it across categories so each part counts in the right place in your budget.

A $117.85 Costco purchase split into Groceries $87.85 and Household Supplies $30.00. A $117.85 Costco purchase split into Groceries $87.85 and Household Supplies $30.00.

Split: one purchase, two categories

Set it once with rules

Create a rule and new transactions from that merchant land in the right category automatically, whether they sync from your bank or come from an import. A category you set by hand is never overwritten, and money you move between your own accounts isn't counted as spending. Or run auto-categorize, review its suggestions, and apply the ones you like.

Transaction rules: 5 rules, for Costco, Trader Joe's, Taqueria, Scholastic and Metro Water. Transaction rules: 5 rules, for Costco, Trader Joe's, Taqueria, Scholastic and Metro Water.

Rules: set a category once

Bring your history

Add a transaction by hand any time, or import your history from a CSV file exported from your bank or another app. Stridefly reads a file with a date and an amount on each row, in one amount column or in separate debit and credit columns, flags possible duplicates for you to review, and lists any rows it can't read, so nothing disappears quietly.

Questions about transactions

Can I import transactions from a spreadsheet or another app?

Yes. Export a CSV file and import it. Stridefly reads a file with a date and an amount on each row, in one amount column or in separate debit and credit columns, and lists any rows it can't read.

Can I split a transaction?

Yes. Split one transaction across several categories.

Can I edit many transactions at once?

Yes. Select them and update the category, account, merchant, date or tag together.

Do rules apply to new transactions?

Yes. New transactions from your bank and from imports follow your rules automatically.

Join the private beta

Stridefly is in private beta. We invite people in small groups. Once you're in, you can look around with sample data before you add anything, no account needed.