Transactions FAQS

Updated 8 May 2025

What has Budgetly launched?

Why did Budgetly make this change?

What new functionality is included?

Who can access the new functionality?

What’s changed from the old transactions view?

Can I opt-out of the new transaction view?

Where do I export or edit columns?

Can I customise the columns I see?

How do I filter by date?

Can I upload receipts from the new view?

How do I manage tag groups more efficiently?

Can I edit multiple transactions at once?

Can I sync selected transactions to Xero?

Need help or have feedback?

Keep an eye out for our in-app feedback survey or email support@budgetly.com.au. We'd love to hear what's working for you - and what isn't.

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