Overview of transactions

The transactions page of the Money Planner is like an account statement that takes into account all accounts and cards linked to the Money Planner. You can check and change the expense and income groups of transactions, add and delete transactions and divide transactions into several parts.

Transactions are in expense and income groups

Transactions have expense and income groups that enable you to get a better overview of your transactions. Swedbank will do its best in order to divide your transactions automatically to the right group. If the group is not right, you can change the transaction’s expense group by clicking on the name of the group in the transaction. You can also create a rule in the same window where you can specify the keyword that is taken as the basis for organising the transaction automatically if it is included in the transaction.

Divide the transactions into two or more parts

If you buy different goods with one purchase, click on the button “Divide transaction into several parts” at the transaction. Then you can group the groceries, clothes and consumer goods bought in a supermarket. A name, amount and group can be specified for each part of the transaction. If you have written an amount in the first group, the Money Planner will automatically calculate the amount remaining in other lines. The divided transaction can be united into one transaction by using the division button.

Additional options

  • Create new sub-groups
    If you are engaged in several sports and wish to get a better overview of the expenses made on a certain sport you can create a special sub-group for each sport in which you divide the transactions. There are unlimited possibilities – you can do the same with food, beauty services and clothes.
  • Add new transactions
    This is not a regular account statement. You can add new transactions that are not reflected on your accounts and transactions with cards. For example, if you paid with cash for a product, add the transaction in its right expense group to the Money Planner and you will get a better overview of the expenses.
  • Delete transactions
    If you have added a wrong transaction you can delete it. You can also delete the transactions made on accounts and with cards. For example, if you paid for someone else at dinner and this money was returned to you in another way (in cash or to an account not reflected in the Money Planner), the transaction may interrupt getting a correct overview.
  • Adjust the overview as you wish
    By default, the transactions made in the current month are shown to you; you can choose an overview of 3, 6, 12 or 24 months from the quick menu and a specific period of time if you wish. You can see only expenses or only income as well as the transactions of a specific expense or income group.
  • Why does my transaction have a wrong expense or income group?

    Swedbank considers roughly 10,000 rules that set out to which expense or income group the transaction belongs. It is most likely that an expense group has been specified for card transactions. Each card payment terminal in the world has a code that gives an assessment about the sphere of the transactions accepted in the terminal. However, merchants have several spheres of activity and therefore the group specified in the Money Planner might not be correct. We have specified groups for the most common transactions for ordinary transactions, direct debit agreements and other transactions. If a wrong group has been specified, you can change it once or establish a rule that organises transactions found on the basis of the keyword into groups.
  • Why isn’t it possible to amend and/or delete all transactions?

    You can amend and delete only completed transactions in the Money Planner. Therefore, it is not possible to amend or delete the reservations of card transactions before the reservation has become a transaction.
  • Should I group all my transactions?

    Organising all transactions into a correct expense or income group gives you a better overview of your finances. We also recommend dividing the purchases made in supermarkets into several parts and specifying a respective expense group for each part. This gives the best overview on which you are spending your money.
  • How can I group transactions?

    The most convenient way of grouping transactions is at the opening page of the Money Planner. If you currently have transactions that have not been grouped, these will be brought out in the middle of the overview of finances page in the block “Ungrouped transactions”. You can group the transaction by clicking on it. It is also possible to specify transactions on the transactions page by clicking on the transaction.
  • Which transactions are shown on the transactions page?

    Transactions on all your accounts and made with all your credit cards you have chosen in the Money Planner on the settings page will be displayed on the transactions page.
  • In which currency are the transactions displayed?

    By default, the transactions are displayed in the currency in which the transaction was made. If you wish, you can also view transactions in the main currency of the Money Planner that can be changed in the settings menu. Displaying the transaction amount in other currencies than the original currency is only informative.
  • If I amend the transaction data or delete it, will it be reflected in the account statement?

    No, the changes made in the Money Planner to the content of the transactions will not change the ordinary account statement.
  • I grouped my transactions before taking the Money Planner into use. Are these groups lost now?

    Account statement expense types and expense and income groups of the Money Planner are operated independently. It is, however, possible to specify in the sub-menu of rules to which expense or income group the keyword given by you belongs.
  • What transaction data do the rules consider?

    If you have created a rule based on a keyword you can specify the expense and income type you wish. In the event of a rule, the keyword entered by you will be searched from the beneficiary’s name, description, amount and account number of the transaction.
  • The bank has already grouped my transaction, but I wish to create my own rule. Which rule is taken into account?

    If you have created a personal rule for grouping expenses or income or specified a group for a single transaction, the rule entered by you will always be taken into account initially.
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