What is the automations button?
Hedgi’s Automations Hub The “Automations” button provides a central place to manage the automated workflows streamlining your financial data. This intuitive hub delivers transparency and control over your personalized automations. With one click, view all automations – both custom-built and industry applied ones – that optimize your transaction processing. The unified overview enables seamless configuration […]
Where can I see all of my vendors?
The “Vendors” button provides a unified hub to access and control vendor information related to your transactions. This intuitive dashboard enables: Hedgi rigorously reviews all community-added vendors for reliability. You can trust vendor data is credible. Key features: With comprehensive vendor insights and tools, Hedgi makes it easy to manage vendors and transactions from one […]
Where can I see unreviewed transactions?
Categorizing Unreviewed Transactions in Hedgi Hedgi provides tools to simplify categorizing your unreviewed transactions using established rules and AI algorithms. You may see automatically categorized transactions in the unreviewed section. Key features: This system empowers informed category decisions. Approving correct suggestions trains Hedgi’s algorithms over time for improved accuracy. Providing feedback on incorrect suggestions is […]
How do I get new transactions to update?
Importing CSV Transaction Data When your bank connection is unavailable, importing a CSV file allows transaction updates in Hedgi. To get started: Carefully structure the amount column: Proper CSV formatting is critical to avoid importing reversed amounts. By providing transaction data in the required Excel format, you can efficiently update and maintain accurate records in […]
What is the account card?
Reconciling Your Hedgi Account Seeing red on your Hedgi account card means reconciliation is required to verify your balance. Simply click the red exclamation symbol to navigate to the reconciliation page. This critical process retrieves your bank’s month-end balance and compares it to your statement. Carefully validating the amounts matches ensures accurate, reliable financial records […]
How do I edit my financial account information?
Intuitive Data Source Management The Hedgi app revolutionizes data source management through an intuitive interface accessible right from your account tab. With just one tap, a powerful dashboard provides the tools you need to take control of your reporting workflows. Effortlessly edit settings, view import history, and monitor reconciliation – all from one centralized hub. […]
How do I upload a CSV?
Manual Transaction Upload in Hedgi In addition to automated bank connections, Hedgi offers a manual upload option for importing your financial transactions: To use manual upload: Manual upload supports diverse situations and provides an alternative for those wanting more oversight of how transactions enter Hedgi. Reach out if you need help getting set up.
How do I connect directly to my bank?
Connecting Bank Accounts in Hedgi Easily and securely connect your bank accounts to Hedgi using the “Add Data Source” button: With a few clicks, your accounts are connected and transactions streaming into your Hedgi account. Reliable connections coupled with intelligent categorization ensure your financial data is always accurate and current. Let us know if you […]
Reviewing the demo environment
We have provided a demo account for you to familiarize your self with the Hedgi user interface. Because this is a live account in the Hedgi platform that many of our prospective users are interacting with, many of the features have been deactivated. When you click on certain tools you will see a description of […]
How do I make a journal entry?
Journal entries are vital accounting transactions that document a business’s financial activities. Accurate journal entries lay the foundation for reliable financial reporting and analysis. Follow these steps in Hedgi to create journal entries: Properly structured journal entries enable: With Hedgi’s streamlined interface, creating journal entries is fast and accurate. Seamlessly document financial events to maintain […]
