How to reconcile all of your transactions belonging to a vendor in one swipe:
The best solution here is to group:
Step 1) Go to the transactions screen and tap on the "Find tax savings button" or on the action tab that says "Find tax deductions"
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/6424857b08a240d83849ebe9_smartmockups_lew29uuz-2.jpg)
Step 2) Tap on the filter icon in the top right of the reconciliation screen
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/642482c3326f1c4b0dcd64c1_smartmockups_lew0pkat-2.jpg)
Step 3) Tap the "Grouped" button in the filter screen
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/642485b0887b807e3975324e_smartmockups_lew2dqsl-2.jpg)
Step 4) Swipe left or right, to reconcile all transactions for a specific vendor to all business or all personal. Note; by swiping either left or right you are confirming the category AND confirming a transaction is business or personal at the same time in the same swipe.
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/642485e25e8d3250b3e9ad23_smartmockups_lew2gqkb-2.jpg)
What if I want to reconcile all transactions for a vendor but they're not all business or all personally?
The best solution here is to filter:
Step 1) Go to the transactions screen and tap on the "Find tax savings button" or on the action tab that says "Find tax deductions"
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/6424857b08a240d83849ebe9_smartmockups_lew29uuz-2.jpg)
Step 2) Tap the filter icon in the top right of the screen.
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/642482c3326f1c4b0dcd64c1_smartmockups_lew0pkat-2.jpg)
Step 3) Filter by vendor. You could also filter by any number of other factors (such as date range, amount, tags and more).
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/642486e986143ffeadb7bdc2_smartmockups_lew2nfqr-2.jpg)
Step 4) Swipe each transaction individually. You now can swipe each individual transaction, one at a time. In the below example we have filtered for Uber transactions and now swiping each individual transaction as some were business and some were personal.
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/64247c3b6752a8cdcdf5db22_smartmockups_lew2tzwv-2.jpg)
Note: you can also change categories within each individual transaction from the transaction overview screen. We outline this below:
Step 1) You can use the filter function to find all the transactions you're wanting to sort through. In the below example we filter to see all uber transactions.
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/642487bad06a1a7c0440f43f_smartmockups_lew3pjcb-2.jpg)
Note: you can also change categories within each individual transaction from the transaction overview screen. We outline this below:
Step 1) You can use the filter function to find all the transactions you're wanting to sort through. In the below example we filter to see all uber transactions.
![](https://assets-global.website-files.com/60e4e83e966c7303b458896a/642487d8cbe1436fa8778d47_smartmockups_lew3pt83-2.jpg)