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Transactions Explorer Guide

Learn how to the leverage the Transactions Explorer to better understand your transaction clusters & untagged transaction groups

David Taylor avatar
Written by David Taylor
Updated this week

Table of Contents


101: Introduction to Transactions Explorer

Transaction Explorer is an interactive visualization that compresses hundreds of transaction variables into a 3D view to reveal clusters of related transactions. It helps users identify meaningful patterns in cash flow and suggests potential tags based on those clusters. Designed as a supplement to tagging, the feature enables users to quickly create tags directly from the clusters, with instant analysis of the underlying transactions.


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