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Understanding payment transactions

Updated over 3 weeks ago

Understanding payment transactions

Finthy automatically identifies and tracks payment transactions from your connected bank accounts. Understanding how payments are categorized helps you better manage your spending.


What counts as a payment?

In Finthy, payments are outgoing transactions including:

  • Purchases: Store purchases, online shopping

  • Bill payments: Utilities, subscriptions, services

  • Transfers out: Money sent to other accounts or people

  • Cash withdrawals: ATM withdrawals

  • Card payments: Debit and credit card transactions


Payment vs Income

Finthy distinguishes between:

  • Payments (Expenses): Money leaving your accounts - shown as negative amounts

  • Income: Money coming into your accounts - shown as positive amounts


Viewing your payments

  1. Go to the Transactions page

  2. Use filters to show only expenses/payments

  3. Sort by date, amount, or category

  4. Click any transaction for details


Payment categories

Payments are automatically categorized into groups like:

  • Food and Dining

  • Shopping

  • Transportation

  • Bills and Utilities

  • Entertainment

  • Health

  • And more


Tracking payment patterns

Use Finthy to identify:

  • Your largest expense categories

  • Recurring payment patterns

  • Unusual or unexpected charges

  • Opportunities to reduce spending

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