Help · Transactions

Categorize, splits, and receipts

Correct a merchant once. Split a Costco run. Scan a receipt on the device.

Transactions on iPhone, last 90 days: 40 found, $5,300 in and $4,185 out, grouped by day. — Transactions, grouped by day

Tap a transaction to recategorize it. Splits must sum to the total; each line hits its own envelope. Receipts are photographed and split on the device — line items never go to a Polaris cloud AI.

Still stuck? Write to support — the form goes to us, not a public inbox.

Categorize, splits, and receipts

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