Skip to content
More support
Open main navigation
Close main navigation
More support
www.valid8financial.com
www.valid8financial.com
Find answers and how-to guides
There are no suggestions because the search field is empty.
Help Center
Review and Analyze
Review and Analyze
Review verified transactions and generate exports, reports, and visualizations.
Bank Transactions & Functionality
Getting Started with Stories
Running and Reviewing AI Categorization
Why the AI Categorization Option Isn't Available
Prompt Categorization
Stories — Best Practices
Visualizations
Data Visualization and Custom Columns
Valid8 Default Categories
Exports
Financial Activity Report: Multiple Accounts and Stories
An Export Stuck in "Assembling"
What Each Export Contains and How Rows Are Ordered
Excel and Visualization Exports
Bank Transactions (TXN) Report
Financial Activity Report (FAR)
Daily Account Balances Report
See less
▼
