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How Can We Help?
How Can We Help?
Categorizing Transactions
How are transactions categorized on Banksey?
Transactions are automatically categorized by Plaid based on the type of expenditure or income. This helps in organizing your financial data and provides a clearer understanding of your spending patterns.
What happens when I click on a transaction in Banksey?
Clicking on a transaction opens a detailed view where you can see the transaction amount, date, merchant, and both the primary category and any applicable sub-categories.
Are all transactions automatically categorized by Plaid, or do I need to categorize some manually?
While most transactions are automatically categorized by Plaid, occasionally, some transactions may not fit neatly into predefined categories and will require manual categorization for more accurate financial tracking.
Details and Insights
What details can I see when I view a transaction on Banksey?
When viewing a transaction, you can see detailed information including the transaction date, the amount spent or received, the merchant's name, location (if available), and the assigned categories and sub-categories.
How can I use transaction details to manage my finances better?
Detailed transaction information helps you track spending habits, budget more effectively, and identify areas where you can save money. You can also use this data to ensure all transactions are accurately recorded and nothing is overlooked.
How often is transaction data updated in Banksey?
Transaction data is updated in real-time as soon as new data is available from your connected financial institutions. This ensures that you always have the most up-to-date view of your financial activity.
The Banksey Membership costs $19.99 per month, with a 14-day trial period before any charges apply. This fee automatically renews unless canceled or if your Banksey account is closed. Cancellations can be made anytime via the app. Not all Banksey features are included in the membership; refer to the Terms for detailed information.
Premium, encompassing Banksey and all features within the Banksey Membership, carries a maintenance fee of $19.99/month, charged after the first 30 days. You can deactivate Premium or close your Banksey account anytime through the app.
To enhance our service, Plaid is used to securely connect your financial accounts and streamline transactions, ensuring a seamless integration of your financial data.
Displayed trademarks and logos are used for illustrative purposes only and are not endorsements or recommendations to buy or sell any securities.
Trademarks and logos shown belong to their respective owners and do not imply endorsements.
For more details, please refer to our Terms of Use and Privacy Policy.
The Banksey Membership costs $19.99 per month, with a 14-day trial period before any charges apply. This fee automatically renews unless canceled or if your Banksey account is closed. Cancellations can be made anytime via the app. Not all Banksey features are included in the membership; refer to the Terms for detailed information.
Premium, encompassing Banksey and all features within the Banksey Membership, carries a maintenance fee of $19.99/month, charged after the first 30 days. You can deactivate Premium or close your Banksey account anytime through the app.
To enhance our service, Plaid is used to securely connect your financial accounts and streamline transactions, ensuring a seamless integration of your financial data.
Displayed trademarks and logos are used for illustrative purposes only and are not endorsements or recommendations to buy or sell any securities.
Trademarks and logos shown belong to their respective owners and do not imply endorsements.
For more details, please refer to our Terms of Use and Privacy Policy.
Categorizing Transactions
How are transactions categorized on Banksey?
Transactions are automatically categorized by Plaid based on the type of expenditure or income. This helps in organizing your financial data and provides a clearer understanding of your spending patterns.
What happens when I click on a transaction in Banksey?
Clicking on a transaction opens a detailed view where you can see the transaction amount, date, merchant, and both the primary category and any applicable sub-categories.
Are all transactions automatically categorized by Plaid, or do I need to categorize some manually?
While most transactions are automatically categorized by Plaid, occasionally, some transactions may not fit neatly into predefined categories and will require manual categorization for more accurate financial tracking.
Details and Insights
What details can I see when I view a transaction on Banksey?
When viewing a transaction, you can see detailed information including the transaction date, the amount spent or received, the merchant's name, location (if available), and the assigned categories and sub-categories.
How can I use transaction details to manage my finances better?
Detailed transaction information helps you track spending habits, budget more effectively, and identify areas where you can save money. You can also use this data to ensure all transactions are accurately recorded and nothing is overlooked.
How often is transaction data updated in Banksey?
Transaction data is updated in real-time as soon as new data is available from your connected financial institutions. This ensures that you always have the most up-to-date view of your financial activity.