In this video, I guide you through reviewing your transactions to ensure they are accurately categorized, especially for the last 30 days. It's crucial that categories like travel and vacation for Airbnb are correct, and if you need to create new categories or adjust existing ones, I show you how to do that easily. I also explain how to apply changes to multiple transactions at once if they share the same category, like gifts from Zara. Please refrain from touching any other sections of the dashboard, such as cash flow or budget, as we'll cover those in our session. Your main action is to review and adjust your transactions as needed, ensuring everything is in order.
Introduction to Transactions
Editing and Creating Categories
Avoiding Dashboard Options
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