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Understanding transactions

Browse charges, open a transaction, and fix category or match details after you confirm them.

Transactions is the list of posted activity Fern stored from your uploads.

Browse and filter

Open Transactions to search and scan by date, account, and category. Use this when you need a specific charge, not a Review session.

Open a transaction

Tap a row to see the merchant, amount, account, category, and any linked receipt. You can correct a category here after a session if you confirmed the wrong one.

Categories

Categories live under Settings. You can add categories and rules there. Review still asks you to confirm suggestions — rules do not silently rewrite history without you.

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