Margins

Search, filter, and sort your Transactions list to find a specific charge. Open it to see its description, memo, attachments, and full history.

Finding a transaction

Margins categorizes almost all your transactions on its own. Here's how to clear the handful it can't.

Clearing transactions that need your input

Margins picks a category based on what similar businesses do. Here's how to change it when yours works differently.

Changing a transaction's category

Personal spending on a business card happens to everyone. Here's how to keep it out of your numbers.

Marking a personal transaction on a business account

How to break one payment into several categories, split by value or percentage, and handle a charge and a credit that arrived together.

Splitting a transaction across categories

Emily Burrows

Review the money moving through your accounts.

Transactions

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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