Puzzle

Understanding your Puzzle chart of accounts (COA)

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

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

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

Understanding transactions and automated categories

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

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

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

How to categorize multiple similar transactions at once

You might have missed a data entry on your manual import, or Plaid may have missed a transaction. You caught that because your recs were off

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

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

Find answers and get help from Intercom Support and Community Experts

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