Transactions

From a card, tap See all under Recent transactions.

Find a transaction

• Search: type part of a merchant name or an amount in the box at the top. Corte waits until you stop typing, ignores capitals and accents (“estacion” finds “Estación Sol”), and searches the whole card.
• Category: tap it and choose a category to see only its transactions. The chip then shows the category’s name. Choose All categories to turn it off. It appears once you have categories.
• Since cutoff: shows only what came after the last cutoff. Tap it again to turn it off.
• All / Charges / Payments: show every transaction, only charges, or only payments.

Under the list, “31 of 36 shown” says how many match. Tap Show more, under it, for the next ones. If nothing matches, it says “No transactions match.”

Each row

A row shows the date, the merchant and its category, and the amount. A payment is labeled Payment and shows a minus sign. Payments are never colored. A transaction in a private category shows the category’s label, or Private, instead of the merchant, and no category. A row Corte isn’t sure about has a dashed outline, with a Review tag and “Read by AI. Confirm the figures.” above it.

Tap a row to open it in place. It shows where it came from, for example “From the statement · raw “PEDIDORAPIDO*PTY 0291” · High confidence”, and an Edit transaction link.

Edit a transaction

At the top are the merchant, the amount, and the card and day, for example “Atlas Gold ··· 4821 · Oct 1”. Under them, a list says where the transaction came from (Source, such as “Alert email”), the merchant exactly as it was printed (Raw merchant) and how sure Corte is (Confidence: High, Medium or Low).

• Category: pick one, or None. A transaction with no category may show Suggestions: tap Use next to one to pick it. See Suggested categories.
• Merchant name: a name you’ll recognize. Leave it empty to use the name on the statement. Corte keeps what the statement printed.
• Direction: Charge, Payment or Credit.
• With a category chosen, turn on Always put … in … so new transactions from this merchant go in the same category. See Categories.

A transaction in a private category shows its label at the top, no raw merchant, and “In a private category, so the app doesn’t show its merchant.” instead of Merchant name and Always put … in …. You can still change its category and direction.

Tap Save changes. You can’t change the amount, the date or the card: they are what the statement says.