Puzzle

Understanding your Puzzle chart of accounts (COA)

To change the name of a sub-account within Puzzle, follow the steps below

How to Change Account Names in the Chart of Accounts

To add an account to the default chart of accounts, follow the steps below

Adding an account to the Chart of Accounts

Do you want to see all the accounts in an excel or google sheet?

How do I export my Chart of Accounts?

Understanding transactions and automated categories

Rules and categories

Creating custom rules

Categorizing a transaction

How to edit the categorization of a finalized transaction (green check mark)

Edit Transaction Categorization

We don't currently allow you to edit a vendor, but you can add and change one on a transaction.

How to Change a Vendor on a Transaction

Sometimes banks and credit cards send over TMI, and we know it's a pain.

Can I Edit Descriptions from My Bank or Credit Card?

Splitting transactions

Confirm & Transaction States

AI Categorization Tools

How to categorize multiple similar transactions at once

Batch Categorize Transactions

Sometimes a feed pulls in something wrong, or maybe you imported something wrong, here's how to fix that

How to Delete / Remove a Transaction

How to Export Transactions

Why is there an asterisk next to some of my transactions?

Asterisk Meaning

Why Is My Finalization Icon Not Showing 100%?

Michael Herchen

Categorizing Transactions

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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