> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cfosilvia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Transactions

> Every transaction from every connected account, categorized and searchable.

The **Transactions** page shows every transaction from your connected bank and credit card accounts, plus manual entries.

<Frame>
  <img src="https://mintcdn.com/cfosilvia/UXendoS7pK_VY1Y5/images/Transactions-CFO-Silvia-08-11-2026_02_29_PM.png?fit=max&auto=format&n=UXendoS7pK_VY1Y5&q=85&s=bd9d4f44941204fcc90c9685a3bcc95d" alt="Transactions CFO Silvia 08 11 2026 02 29 PM" width="1572" height="777" data-path="images/Transactions-CFO-Silvia-08-11-2026_02_29_PM.png" />
</Frame>

## Layout

* **Date range picker**: Choose the period you want to view.
* **Filters**: Filter by account, category, amount, or search text.
* **Table**: Date, description, amount, category, account, and tags.

## Categorization

Silvia auto-categorizes transactions using merchant data and AI. You can override any category:

<Steps>
  <Step title="Click a transaction">
    The detail panel opens on the right.
  </Step>

  <Step title="Change the category">
    Pick from the category dropdown, or create a new one.
  </Step>

  <Step title="Apply to similar">
    Optionally apply the change to all past and future transactions from the same merchant.
  </Step>
</Steps>

## Adding a manual transaction

Click **Add transaction** to record cash spending or income that isn't in a linked account.

## Uploading a statement

For accounts you can't connect, upload a PDF or CSV statement:

<Steps>
  <Step title="Click Import">
    Choose **Upload statement** from the toolbar.
  </Step>

  <Step title="Pick the account">
    Assign the statement to an existing manual account.
  </Step>

  <Step title="Review parsed rows">
    Silvia extracts the transactions. Confirm or edit before importing.
  </Step>
</Steps>

## Exporting

Use the **Export** button to download the filtered view as CSV.


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