Transactions

Every transaction, every account, one powerful view. Search, filter, and sort across all your financial activity with rich metadata including categories, subcategories, and linked documents.

app.bernli.ca

Name	Type	Amount	Transaction Date	Project	Account	Category	Subcategory	Document link
PAYROLL DEPOSIT MAPLE TECH	Income	+$4,872.00	2025-02-28	—	RBC	Salary	Payroll	—
LOBLAWS #1203	Expense	-$127.43	2025-02-28	—	TD Visa	Groceries	Supermarket
TORONTO HYDRO	Expense	-$89.00	2025-02-27	—	RBC	Utilities	Electric	—

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Transactions

Full list of all transactions. Filter by date, search, and see category and account.

Key capabilities

Powerful search

Find any transaction instantly by name, amount, category, or account.

Advanced filters

Filter by date range, transaction type, category, account, and more.

Document links

Attach receipts and statements directly to transactions for easy reference.

Bulk actions

Select multiple transactions to categorize, tag, or export at once.

Related features

Expenses

Track spending with total, daily average, and largest expense. View by category and browse the transaction list.

Income

See total income, daily average, and largest income. Income by category chart and full transaction list.

Import data

Upload receipts, statements, or CSV files. AI extracts transactions and adds them to your account.

Trust and advice boundaries

Bernli provides budgeting tools, transaction organization, and AI-generated informational summaries. It does not provide financial, investment, tax, or legal advice, and AI outputs should be reviewed before use.

Securityhow Bernli approaches data protection Privacy Policyhow personal information is handled AI TransparencyAI limitations and human-review expectations Disclaimernot financial, investment, tax, or legal advice Data Requestprivacy rights and data-control requests

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