Keeping up with your tracked transactions in EveryDollar is simple! Whether you're using the mobile app or the web version, there are a few easy ways to see which transactions you've already added to your budget.
📱 In the EveryDollar Mobile App
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Transactions Tab:
Tap the Transactions tab at the bottom of the screen. From here, you can scroll through your list of transactions. Any transaction that’s been assigned to a budget item will show the budget item name in blue under the transaction name and amount. -
Budget Item View:
Tap on any budget item in your monthly budget to see all transactions that have been tracked to that item under the "Activity This Month" section. It’s a great way to drill down into your spending for a particular budget item.
💻 On the EveryDollar Web App
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Tracked Queue Link:
At the top of your budget screen, click the "Tracked" queue link under the Transactions tab to view all transactions that have already been added to your budget. This gives you a quick overview without having to check each category individually. -
Click Into Budget Items:
Just like the mobile app, clicking on any budget item will open a view of all the transactions that have been tracked to that line item.
💎 For EveryDollar Premium Users
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Download as CSV:
Need a spreadsheet view? Scroll to the bottom of your monthly budget on the web version of EveryDollar and click “Download as CSV.” This will generate a downloadable file of all your tracked transactions for that month, organized by category. Perfect for deeper analysis or sharing with a financial coach. You can sign up for the premium version by clicking here.
💡 Pro Tip: You will not see anything in the downloadable CSV file if you have not tracked any transactions in the month you are viewing.