​New Neat Mobile App Transactions in the Neat Mobile App

Transactions in the Neat Mobile App

You can now view and work with streamed transactions in the Neat Mobile App. A Complete plan is required to access streaming transactions from your bank, credit card, or financial institution. In order to view transactions from the mobile app, they first need to be set up online at app.neat.com. Follow the steps linked here to add an account.

Once you've confirmed you have transactions in Neat you can view them from the companion Mobile app as well.

   

Check out our quick video on managing transactions in the Neat Mobile App!

   

Accessing Transactions in the Neat Mobile App

  1. Tap More from the bottom right of the Mobile app.
  2. You'll now see Transactions at the top of the list. Tap it to view your streamed data.

Filtering Transactions by Date

Tip: When viewing transactions, make sure the date range covers the transactions streamed to your Neat account. If you don't see any data, check your filters and the date range selected.
  1. You can select a new date range by tapping the blue Date bar across the top.
  2. Set your new start and end date in the calendar window, press OK, then press Save. Your transactions will be refreshed to reflect the new date range.

Filtering Transactions by Reconciled Status or Vendor

  1. Tap Filter to narrow the results further by Reconciled or Vendor.
  2. Reconciled gives you the option to view only reconciled transactions or non-reconciled transactions. Press Clear to view both or to reset your selection. Press X to set your selection.
  3. Vendor allows you to select one or multiple vendors to view. A check mark will appear on the right for each vendor you select. Press X to set your selection.

Editing Transactions in the Neat Mobile App

To edit details for a specific transaction, tap the row for that transaction and then press the pencil icon on the right. You cannot edit the date or amount but can edit the Vendor Name and Description.


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