The Transactions tab gives you a clear view of every activity linked to your organization. You can see all incoming, outgoing, and pending transfers in one place — and export them whenever you need a record.
Viewing Your Transactions
Head to web.limitedapp.com and open the Transactions tab.
Under All Transactions, you'll see a complete list of every transaction linked to your organization, including every payment sent, received, or still processing.
Filtering and Sorting Your Transactions
You can filter your transactions by:
- Keyword
- Direction (incoming or outgoing)
- Type
- Status
- Category
- Date
- Amount
- Card
- Person
- Account
You can also save the current view with your filters applied, so you can easily access it again later.
At the top of the page, you'll see the net over time for this month.
You can sort your transactions by:
- Newest first or oldest first
- Highest amount or lowest amount
You can also refresh your transactions at any time to bring in the latest activity.
Exporting Your Transaction History
You can export the current page of transactions directly into a CSV, or generate a PDF statement.
Viewing Transaction Details
Each transaction is displayed with its:
- Description
- Date
- Type
- Method
- Direction (in or out)
- Status
- Amount
Categorizing Transactions
You can set a category for each transaction, such as Travel, Food & Dining, Shopping, Entertainment, and more.
Attaching Receipts
You can attach a receipt to any transaction in one of two ways:
- Tap Attach, then add your receipt manually.
- Or let AI handle it — click AI Match Receipt and upload the document you wish to attach.
Once AI has matched a receipt, you can approve the match, or edit it if needed.