- Finding a transaction Narrow the Transactions page with the chips and the Filter dialog, or use the global search for recent activity.
- Editing, adding and deleting transactions Open a transaction's details, change its category, add one by hand, act on several at once and clean up duplicates.
- Reviewing categories chosen by AI What the To review list is, how to confirm AI categories, and how categorization works on paid plans, the trial and the free plan.
- Categorizing with rules Create rules that file transactions by merchant, see how Mozaic learns from your edits, and keep your rule list tidy.
- Creating your own categories Add, edit and delete your own categories, choose an emoji icon and a group, and decide where a deleted category's transactions go.
- Keeping business and personal money apart Use account groups to keep a business or joint account separate, and switch between groups from the sidebar.
- Importing transactions from a CSV file Bring in transactions from Monarch Money or a bank statement file, match them to your accounts, and skip duplicates.