Records
Understanding transactions
Browse charges, open a transaction, and fix category or match details after you confirm them.
Last updated 2026-09-05
Transactions is the list of posted activity Fern stored from your uploads.
Browse and filter
Open Transactions to search and scan by date, account, and category. Use this when you need a specific charge, not a Review session.
Open a transaction
Tap a row to see the merchant, amount, account, category, and any linked receipt. You can correct a category here after a session if you confirmed the wrong one.
Categories
Categories live under Settings. You can add categories and rules there. Review still asks you to confirm suggestions — rules do not silently rewrite history without you.