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Transactions Explorer Tour
Transactions Explorer Tour

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 over a week ago

What is Transaction Explorer?

Transaction Explorer is an interactive view that attempts to take over 200 variables related to all of your transactions and compress those variables into a three dimensional space that can present how clusters of transactions are related to each other in size and distance.

On the left side of the screen (show in the image below), you'll see clusters of transactions that are broken down into proposed tags that can be created to capture and categorize relevant transaction detail.

When should I be using this feature?

This feature is intended to be a supplemental experience to tagging. It may inspire tags to be created that represent significant portions of your cash flow. Clicking on any of the create tag buttons takes you directly into the tag creation dialogue showing the instant analysis of that data and its resulting transactions.

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