JADE FUNDS HELP CENTER
Transactions & receipts
Categorize purchases, split transactions, and keep supporting details together.
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Browse all help- Find a transactionSearch descriptions and merchants, use review filters, and open the details you need.
- Categorize and review a transactionChoose the right category and fund, resolve the unallocated amount, and complete review.
- Split a transaction across categories or fundsAllocate one purchase to multiple lines without losing the connection to its receipt.
- Attach a receipt or supporting documentUpload a receipt, invoice, or phone photo and keep the supporting record with the transaction it explains.
- Add an explanation to a transactionRecord the ministry purpose, a question, or a clarification next to the purchase.
- Enter a transaction manuallyRecord activity in a financial account, then categorize it and complete review.
- Correct a reviewed transactionUnderstand review locks, reopen an entry when authorized, and preserve closed-month controls.
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