These are the main actions available on the Transactions screen:
Filters
By default, the transaction screen shows all transactions from the assigned statements. Transactions that are on unassigned statements will not show on this screen. You can filter the total set of transactions by any of the filter groups on the left-hand side. Multiple filters can be applied at once.
Row Actions
- You can select any two transactions then click the Match Transfer button to denote them as an internal transfer.
- You can select any transaction to edit specific details about it by clicking the Edit Transaction button.
- You can select any or multiple transactions to add them to a data vis column or apply a custom label by clicking the Apply Labels button.
- You can select any or multiple transactions to add to a Story by clicking the Manage Stories button.
Column Picker
Select the 
button from the top-right of the transactions grid to open the column picker. Here you can enable, disable, or rearrange columns as needed.