When you create an account, Folio gets to work finding transactions in your email. From the website, you can either confirm that one of those found transactions is correct (like the screenshot below), or manually add the transaction.

To confirm a found transaction, find it in the "suggested transactions" list and click ADD.

To create a transaction manually, simply click the "Add Transaction" button.

If you're using the Folio Gmail extension:

  • Click on the Folio dropdown button above your inbox
  • Then click on Create Smart Folder
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