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Documentation Index

Fetch the complete documentation index at: https://docs.ai2fin.com/llms.txt

Use this file to discover all available pages before exploring further.

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Transaction Management Navigation

Master the All Transactions page and related features to efficiently manage your financial data with AI-powered tools.

Access All Transactions

Navigate to the main transaction management interface to view, edit, and categorize all your transactions.

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How to Access Transaction Management

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Primary Navigation Path

1

Open Sidebar Navigation

Click the hamburger menu (☰) on mobile or use the sidebar on desktop.
2

Navigate to Analysis & Management

In the sidebar, find “3. Analysis & Management” section with the output icon.
3

Click All TXns

Click “All TXns” (All Transactions) to access the main transaction management page.

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Alternative Access Methods

Dashboard Quick Access

From Dashboard:
  1. Go to Dashboard (top of sidebar)
  2. Look for “Recent Transactions” widget
  3. Click “View All” or transaction count
  4. Access full transaction management

Direct URL Access

Direct Navigation:
  • URL: https://app.ai2fin.com/#/all-transactions
  • Bookmark for quick access
  • Use browser back/forward buttons
  • Mobile: Add to home screen

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Understanding the All Transactions Interface

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Page Layout Overview

Top Controls:
  • Page Title: “(AI)ntelli‑Gence” with total transaction count
  • Smart Filters: Advanced filtering system (expandable card)
  • Global Date Range: Quick date presets and custom ranges
  • AI Analysis Buttons: Three main AI-powered action buttons
  • Column Settings: Customize visible columns
  • Bulk Actions: Select multiple transactions
Filter Controls:
  • Search Query: Search by description, merchant, category
  • Date Presets: Today, This Month, Last Month, This Year, etc.
  • Amount Range: Filter by minimum and maximum amounts
  • Transaction Types: Debit/Credit filters
  • Category Filters: Filter by specific categories
  • Quick Filters: Pre-configured filter combinations
  • AI Search Toggle: Enable/disable AI-enhanced search
Three Main Buttons:
  • Smart Categorize: AI-powered bulk categorization
  • Pattern Analysis: Detect recurring bills and patterns
  • Intelligent Tax Analysis: Identify tax-deductible expenses
  • All buttons work with current filter state
Main Content:
  • Transaction List: All transactions with inline editing
  • Action Buttons: Edit, categorize, delete for each row
  • Status Indicators: AI categorization status
  • GST/Tax Display: View GST amounts and rates for each transaction
  • Receipt Indicators: Instantly see which rows have attachments or missing receipts
  • Pagination: Navigate through large transaction lists
  • Sort Options: Sort by date, amount, category, etc.
  • Inline Editing: Click any field to edit directly

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GST/Tax Management Features

Global GST/VAT Support

AI2Fin includes comprehensive GST/VAT/Sales Tax support for 30+ countries worldwide with automatic tax calculations.

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Tax Features in All Transactions

GST Display Column

View Tax Information:
  • GST/VAT amounts for each transaction
  • Tax type indicator (GST, VAT, Sales Tax)
  • Tax rate percentage
  • Base amount vs total amount
  • Hover tooltips for details

GST Calculator

Add/Edit GST on Transactions:
  • Available in transaction edit dialogs
  • Set whether GST is included or excluded
  • Choose tax rate based on country
  • Automatic GST amount calculation
  • Updates base and total amounts
Global Tax Coverage:
  • 🇦🇺 Australia: GST 10%
  • 🇬🇧 UK: VAT 20%
  • 🇳🇿 New Zealand: GST 15%
  • 🇸🇬 Singapore: GST 9%
  • 🇨🇦 Canada: GST 5%
  • 🇩🇪 Germany: MwSt 19%
  • 🇫🇷 France: TVA 20%
  • 🇯🇵 Japan: Consumption Tax 10%
  • 🇮🇳 India: GST 18%
  • 🇭🇰 Hong Kong: No Tax 0%
  • 🇸🇪 Sweden: Moms 25%
  • Plus 20+ more countries
Tax-Inclusive (GST Included):
  • Total amount already includes tax
  • System calculates: Base = Total ÷ (1 + rate)
  • GST = Total - Base
  • Common in retail transactions
Tax-Exclusive (GST Excluded):
  • Base amount without tax
  • System calculates: GST = Base × rate
  • Total = Base + GST
  • Common in B2B transactions
Configure in User Preferences:
  1. Click avatar → Preferences
  2. Go to “Country & Tax” tab
  3. Select your country
  4. Tax rate auto-populates
  5. Customize if needed
→ See User Preferences for more details

Sub-Navigation Under All TXns

Related Features:
  • Expenses (One-time): Blue dot icon - /expenses
  • Patterns (Recurring): Orange repeat icon - /bills
  • Travel Expenses: Car icon - /travel-expenses
  • All accessible from main All TXns page

Quick Action Buttons

Fast Actions:
  • Create Expense: Add new one-time expense
  • Create Bill: Set up recurring payment
  • Create Trip: Log travel expense
  • Upload CSV: Import bank statements

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Smart Filters & AI Analysis Tools

The All Transactions page features powerful filtering and AI analysis capabilities that work together to streamline your financial management.

Smart Filters

Comprehensive Filtering:
  • Date range and presets
  • Search and text filters
  • Amount and value filters
  • Category classification
  • Receipt status (has receipt vs missing)
  • Quick filter combinations
  • Session persistence
→ Learn about Smart Filters

AI Analysis Tools

Three AI-Powered Features:
  • Smart Categorize: Bulk AI categorization
  • Pattern Analysis: Recurring bill detection
  • Intelligent Tax Analysis: Tax deduction identification
All tools work with active filters for targeted analysis.→ Learn about AI Analysis Tools
Filter + AI IntegrationSmart Filters and AI Analysis Tools work seamlessly together. Apply filters first, then run AI analysis on the filtered transaction set for focused, efficient processing.

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Receipt Capture & Attachments

AI2Fin provides end-to-end digital receipt management so every deductible stays audit-ready.

Capture Options

  • Tap the camera icon in chat to snap a photo on mobile
  • Upload PDFs or images with the chat attachment button (supporting JPG, PNG, PDF, HEIC)
  • Reuse assets already uploaded to chat when linking receipts later
  • Forward receipts into the upcoming email processing pipeline (Coming Soon)

AI Extraction

  • Receipts run through vision OCR for merchant, date, total, GST, and line items
  • Candidates are matched against recent transactions within ±7 days and ±1% amount tolerance
  • Chat surfaces suggested matches so you can confirm or pick another transaction
  • If no match exists, create a new expense from the extracted data in one tap
  1. Ask the AI assistant to “attach this receipt” or “make a transaction from this photo”.
  2. The assistant runs analyze_receipt and shows the extracted summary.
  3. Choose Link to Transaction to connect the file or Create Expense for a brand new record.
  4. The assistant confirms the attachment and updates recurring bill patterns if the merchant matches an existing schedule.
  • Recurring bills inherit GST/VAT settings so every occurrence carries the correct tax rate and receipt expectation.
  • Use the receipt status filter (has receipt vs missing) to surface bills that need documentation before filing.
  • Upload once and the system records the receipt URL alongside the bill occurrence notes for future reference.
  • Each attachment is logged with file name, upload source (chat, web, CSV), and timestamp.
  • Receipt links flow into tax exports, deduction reports, and AI assistant summaries.
  • You can query “Show expenses without receipts” in chat to generate a ready-to-act checklist.

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Transaction Management Features

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Individual Transaction Actions

1

View Transaction Details

  1. Click on any transaction row
  2. View full transaction details
  3. See AI categorization suggestions
  4. Check confidence levels
2

Edit Transaction

  1. Click edit button (pencil icon)
  2. Modify description, amount, category
  3. Update tax deductibility
  4. Save changes
3

AI Categorization

  1. Click AI categorize button (brain icon)
  2. Review AI suggestions
  3. Accept or modify category
  4. Provide feedback to improve AI

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Bulk Operations

Selecting Multiple Transactions:
  • Individual Checkboxes: Select specific transactions
  • Select All: Choose all visible transactions
  • Filter + Select: Apply filters then select all
  • Range Selection: Select date ranges or amounts
Bulk Actions Available:
  • Bulk AI categorization
  • Bulk edit operations
  • Bulk delete
  • Bulk export
Process Multiple Transactions:
  1. Select multiple transactions using checkboxes
  2. Click “Bulk AI Categorize” button
  3. Review AI suggestions for all selected
  4. Apply categories to all or individual items
  5. AI learns from bulk corrections

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Advanced Navigation Features

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Search and Filtering

Search Functionality

Search Options:
  • Description Search: Find by transaction description
  • Amount Search: Search by specific amounts
  • Merchant Search: Find by merchant name
  • Category Search: Filter by category
  • Date Search: Find by date patterns

Advanced Filters

Filter Options:
  • Date Range: Custom start and end dates
  • Amount Range: Min and max amounts
  • Category Filters: Specific categories
  • Tax Status: Deductible vs non-deductible
  • AI Status: Categorized vs uncategorized

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View Customization

Customizable Columns:
  • Core Columns: Date, Description, Amount, Category
  • Additional Columns: Merchant, Reference, Tax Status
  • Business Columns: Business Use %, GST Amount
  • System Columns: Created Date, AI Confidence
Column Actions:
  • Show/hide columns
  • Reorder columns by dragging
  • Resize column widths
  • Save column preferences
Available Views:
  • List View: Standard table format
  • Categorized View: Grouped by categories
  • Monthly View: Organized by month
  • Card View: Card-based layout (mobile)
View Switching:
  • Toggle between views instantly
  • Preserve filters and search
  • Maintain column preferences
  • Responsive design adaptation

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Sub-Feature Navigation

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Expenses (One-time) Management

1

Access Expenses View

  1. From All TXns page, click “Expenses (One-time)”
  2. Or navigate directly to /expenses
  3. View filtered to one-time expenses only
2

Expense-Specific Features

  • CSV Upload Status: See import processing
  • Bulk Categorization: AI process multiple expenses
  • Expense Creation: Add new one-time expenses
  • Pattern Detection: Identify potential recurring patterns

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Patterns (Recurring) Management

Navigation Path:
  1. From All TXns page, click “Patterns (Recurring)”
  2. Or navigate directly to /bills
  3. View recurring bills and patterns
Pattern Features:
  • Active Patterns: Currently tracked recurring bills
  • Pattern Creation: Set up new recurring payments
  • Bill Linking: Link transactions to patterns
  • Overdue Tracking: Monitor overdue payments
Pattern Operations:
  • Create New Pattern: Set up recurring bill
  • Edit Patterns: Modify amounts, frequencies
  • Link Transactions: Connect payments to patterns
  • Pattern Analysis: Review pattern accuracy

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Travel Expenses Management

Access Travel Expenses

Navigation Path:
  1. From All TXns page, click “Travel Expenses”
  2. Or navigate directly to /travel-expenses
  3. Manage vehicle trips and mileage
Travel Features:
  • Trip Creation: Log new vehicle trips
  • Mileage Tracking: Record distance and routes
  • Tax Compliance: Ensure tax compliance
  • Business Use %: Calculate deductions

Travel-Specific Navigation

Travel Management:
  • Trip List: View all logged trips
  • Trip Details: Edit trip information
  • Mileage Calculator: Calculate distances
  • Export Reports: Generate tax-compliant reports

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Mobile Navigation

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Mobile Interface

Mobile Features:
  • Touch-Friendly: Large buttons and touch targets
  • Swipe Actions: Swipe to edit or delete
  • Pull-to-Refresh: Refresh transaction data
  • Infinite Scroll: Load more transactions automatically
  • Responsive Design: Optimized for all screen sizes
Mobile Optimizations:
  • Collapsed Sidebar: Icons-only mode
  • Bottom Navigation: Quick access to main features
  • Touch Gestures: Swipe, pinch, tap interactions
  • Offline Support: Basic functionality without internet
  • Mobile Search: Optimized search interface

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Efficient Navigation

Keyboard Shortcuts

  • Ctrl + T: Go to All Transactions
  • Ctrl + F: Focus search bar
  • Ctrl + A: Select all visible transactions
  • Ctrl + E: Create new expense
  • Esc: Close dialogs and modals

Quick Actions

  • Use dashboard widgets for quick access
  • Bookmark frequently used pages
  • Use browser back/forward buttons
  • Leverage recent items lists
  • Use bulk operations for efficiency

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Workflow Optimization

1

Daily Transaction Review

  1. Start at Dashboard for overview
  2. Go to All TXns for detailed review
  3. Use filters to focus on recent transactions
  4. Process AI categorization suggestions
  5. Handle any uncategorized items
2

Weekly Data Management

  1. Upload weekly CSV files
  2. Review and categorize new transactions
  3. Check pattern recognition accuracy
  4. Update categories and rules as needed
  5. Generate weekly reports

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Troubleshooting Navigation

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Common Issues

Common Problems:
  • Slow loading with large transaction lists
  • Search not working properly
  • Filters not applying correctly
  • Mobile interface not responsive
Solutions:
  • Use date filters to reduce data load
  • Clear browser cache
  • Check internet connection
  • Try different browser
  • Refresh the page
Access Problems:
  • Sub-features not visible
  • Bulk actions not working
  • AI categorization unavailable
  • Export functions not responding
Troubleshooting:
  • Check subscription status
  • Verify feature permissions
  • Clear browser cache
  • Try incognito/private mode
  • Contact support if persistent
Ready to explore more features? Check out Smart Categorization for AI-powered categorization or Dashboard Navigation for overall platform navigation. Master transaction management navigation for efficient financial data handling.