Track spending

The Transactions page holds every dollar in and out of your chapter's accounts. This page covers getting transactions in (a connected bank, Crowded, your MyGreek payouts, imports, or by hand), categorizing them so they count toward your budget, and attaching receipts. It's in the web app. Who can do what depends on the Expenses permissions; see Permissions.

Connect an outside bank accountCopy Anchor Link

If your chapter banks somewhere other than Crowded, connect the account with Plaid so its transactions come in on their own. You need Manage Bank Connections.

1. Open Transactions from the side menu.
2. Under Bank Accounts, select + Link Account.
3. In the Plaid window, find your bank, sign in, and pick the accounts to share.

Each account then shows as a card with its name, bank, last four digits, balance and when it last synced. New transactions sync automatically as your bank reports them. To stop syncing an account, select the pencil on its card and choose Disable Account (Enable Account turns it back on).

If you link a bank that's already connected, MyGreek asks Already connected? Choose Reconnect if it's the same login. Connecting the same login twice shows its accounts twice and counts their transactions twice.

Crowded accounts opened through Banking show up here automatically with a Syncing chip; you don't link them. To keep a Crowded account's transactions out, select its pencil and choose Disable Syncing. See Banking with MyGreek.

Bank connection statusesCopy Anchor Link

Each connected account's card shows a status. MyGreek checks it when you open Transactions.

If an account has a gap from a broken connection, you can fill it by importing that period's statements (below), if importing is on for your chapter.

Bring in your MyGreek payoutsCopy Anchor Link

Post payouts to your ledger puts each payout into Transactions as the payments in it, each filed under its charge type's income category, and matches the payout to its deposit at your bank. Your income lines fill in without any typing. It's off unless your chapter turns it on. You need Manage Budgets or Update Accounting Transactions.

1. Go to My Chapter → Payouts.
2. Turn on Post payouts to your ledger.
3. Choose Start with payouts from today or Also add all past payouts, then Turn on.

Past payouts post a few each night. The card shows how many are left.

Turning it off stops new payouts posting. Payouts already there stay, with their budget totals. To match a deposit by hand, open the bank transaction and select Link to payout.

Import a statement or CSV fileCopy Anchor Link

Importing is available to some chapters while it rolls out. If you see + Add Transactions with a menu on Transactions, it's on for you; if you only see + Add Expense, contact support@mygreek.us. You need Update Accounting Transactions.

PDF statements: select + Add Transactions → Import PDF, and drop in your bank's PDF statements (up to 36 at a time, 20 MB each). MyGreek reads every transaction, checks it against the statement's balances, and matches each statement to its account. Nothing is added until you review it.

CSV or Excel files: select + Add Transactions → Import CSV. Upload a bank or Venmo export (up to 20 MB), check Match your columns, then answer Which account are these from? Import one account's files at a time.

Then on the review page:

1. If asked Which account are these from?, pick the account or create one.
2. Check the rows. Rows marked DUPLICATE look like transactions you already have and are left out unless you check them. A statement marked Doesn't balance, AI-read or Gap before needs a closer look against the paper statement.
3. Select Add n transactions from n statements.

While an import needs your attention, a banner on Transactions links back to it. Each added row goes into the budget for its date. + Add Transactions → Past imports lists every import. Undo import removes every transaction an import added (you need Delete Accounting Transactions); the statements stay, so you can add them again.

Add a transaction by handCopy Anchor Link

Select + Add Expense (or + Add Transactions → Add single). Enter the Amount, date, Description, budget, category and merchant, then select Save and Close (or Save and Add Another). It adds an expense. You need Create Accounting Transactions.

Categorize transactionsCopy Anchor Link

A transaction counts toward your budget once it's in a category. You need Update Accounting Transactions.

• One at a time: select the Category cell and pick one. Search finds every category, income or expense.
• Many at once: check the rows (or the header box for every row your filters match), select Update (n), and set Category, Budget or Merchant.
• Needs Review: switch the toggle from All to Needs Review to see only bank, Crowded and imported transactions that still need a category.
• Move to another budget: change the Budget cell.
• Mark as transfer: for money moved between your own accounts, open the Category cell and select Mark as transfer. If the other account's side is clear (same amount, the other way, within a week), MyGreek pairs them. Transfers don't count toward budgets. Not a transfer undoes it. Only uncategorized transactions can be marked.

Money paid to a separate organization, like your house corporation, is an expense, not a transfer.

Notes, search and filtersCopy Anchor Link

• Notes: select an empty Notes cell (or open a transaction) to add your own note. The bank's original wording shows under Bank details.
• Search looks in descriptions, merchants and notes.
• Filters stack: for example, Category is Uncategorized and Date is between two days. Account filters by bank, Crowded or MyGreek account.

Attach receiptsCopy Anchor Link

Select the paperclip on a transaction to open Attachments, then drop files or select Add files. Photos and PDFs up to 10 MB, up to 20 per transaction. You need Update Accounting Transactions.

MyGreek reads each file and labels it, for example Receipt, Proof of payment or Not a receipt, and lists what was bought under Show details. Hover over the paperclip to see how many files a transaction has.

Receipts can also come in by text: with Request receipts turned on in Banking, cardholders are texted after each Crowded card purchase and the photo they send back is attached to the purchase's transaction for you. See Request receipts for card purchases.

Common questionsCopy Anchor Link

Our bank balance is right but dues show twice in the budget.Copy Anchor Link

A MyGreek deposit from your bank was categorized while Post payouts to your ledger is on. Set that deposit back to uncategorized.

Why is a bank transaction missing?Copy Anchor Link

Check the account's status above. If it says Updates delayed or Re-authenticate, the bank hasn't sent new transactions. Newly linked accounts can take a while to fill in.

RelatedCopy Anchor Link

• How budgeting works
• Set up budgets
• Reimburse members
• Banking with MyGreek
• See what's in a payout