> ## Documentation Index
> Fetch the complete documentation index at: https://help.mytruv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing Your Transactions

> Browse and review every transaction from your connected accounts in one place.

MyTruv pulls in transactions from all your connected accounts, giving you a unified view of every purchase, payment, and transfer.

## Where to find your transactions

<Note>
  **On the web** ([app.mytruv.com](https://app.mytruv.com)) - open **Transactions** from the sidebar. The full list lives at `/data/transactions` with filters, sort, and grouping controls at the top.

  **On iOS** - open the **Transactions** tab. The most recent transactions also appear on the **Summary** tab; tap "View all" to jump into the full list.
</Note>

## Transaction details

Tap (or click) any transaction to open its detail view:

* **Merchant name** - where the transaction happened
* **Amount** - signed; income shows in green
* **Date** - posted date (and time when reported by the institution)
* **Status** - Pending or Posted (see [Understanding Transaction Status](/transactions/understanding-transaction-status))
* **Category** - the spending category MyTruv assigned
* **Account** - which connected account it belongs to
* **Memo** - any note the institution provided, if any
* **Transaction history** - other recent transactions from the same merchant

## Transaction actions

<Note>These per-transaction actions are available on the web. On iOS (MyTruv iOS 1.6 and later) you can also recategorize, add [custom category names](/transactions/custom-category-names), rename a merchant, hide from totals, and [delete or restore](/transactions/deleting-and-restoring-a-transaction) a transaction from its detail screen.</Note>

On the web, open the **three-dot menu** on any row or in the detail panel:

* **Change category** - pick a new category from a searchable list. Apply the change to just that transaction, or to every transaction from the same merchant - past and future.
* **Rename merchant** - give the transaction a cleaner name, or apply the new name to every transaction from the same merchant. The bank's original name stays visible as secondary text.
* **Hide from totals** - exclude a transaction from your spending summaries without deleting it. An Undo option appears in the toast for a few seconds. For a transaction you have already hidden, the menu item changes to **Unhide from totals** so you can put it back; see [Viewing and restoring hidden transactions](/transactions/filtering-your-transactions#viewing-and-restoring-hidden-transactions) for the full flow.
* **Delete permanently** - remove the transaction from your history. An Undo option appears in the toast for a few seconds.
* **Restore bank defaults** - undo all your customizations (category, name, or visibility) and revert to the bank's original values, for just that transaction or for all transactions from the same merchant.

<Note>**Restore bank defaults** can only undo the merchant in bulk if you originally applied your change to **All \[merchant]** (a merchant-wide rule). If you instead customized several transactions of the same merchant one at a time using **Only this transaction**, each row has to be restored individually - the bulk option doesn't sweep up those one-off edits.</Note>

<Note>Fields you have customized show a **Custom** badge next to them in the detail view. A **Hidden from totals** badge appears below the amount for any transaction you have hidden. Both make it easy to see what you have changed versus what your bank reported.</Note>

## Transaction list features

* Transactions are grouped by date by default (newest first)
* Pending transactions are marked with an amber **Pending** badge
* Income (credits) is visually distinguished from expenses (debits)
* Both platforms support grouping by time period or by merchant - see [Grouping Transactions](/transactions/grouping-transactions)

<Tip>On iOS, pull down on the transaction list to refresh. On the web, the list refreshes when you reload the page or change filters or pagination; use the **Connections** page if you need to pull fresh data from your institution.</Tip>