Contact
Questions about connected bookkeeping?
Reach out for help with Tranxacty setup, bank connections, categorization workflows, or account questions.
Product help
Get support for rules, custom labels, profiles, and transaction review workflows.
Security questions
Ask about Plaid connections, encrypted tokens, and how Tranxacty handles bookkeeping data.
FAQ
Frequently Asked Questions
Does Tranxacty collect my bank login?
No. Bank authentication is handled through Plaid. Tranxacty receives access to normalized account and transaction data after you approve the connection.
Can I separate business and personal activity?
Yes. Tranxacty supports separate bookkeeping profiles so you can keep different account groups organized independently.
Can rules categorize past transactions?
Yes. Rules can run on future synced transactions and can also be applied to existing transactions when you need to clean up prior activity.