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.
EveryDollar Mobile
- 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 in that month will show the budget item name in blue under the transaction name and amount. You can go into historical budgets for the past 2 years to see tracked transactions for those months.
- Another option is to 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.
EveryDollar.com
- At the top of your budget screen, click the "Transactions" tab on the right-hand side of your page. Click the "Tracked" 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. You can load tracked transactions from previous months there as well.
- Just like EveryDollar mobile, clicking on any budget item will open a view of all the transactions that have been tracked to that line item.
Next Steps
If you are a premium EveryDollar user, you can download your transactions as a CSV file. You can find out how to do that with this link. This will generate a downloadable file of all your tracked transactions for that month, organized by category.