Navigating the User Interface

Welcome to Hedgi, there may seem like there is a lot to unpack and understand here, but we are here to help. On the top of the page, you can see your company name, showing that this is your one-stop hub for everything business related.

Let’s get started by adding your bank accounts so you can have easy access to all your business transactions. In the top right, you will see a green button that says, “Add Data Source.” Click on this and it will give you two options. The first is securely connecting your bank account. Secondly, there’s an option of manually uploading csv files of your bank transactions.

The recommended method is to securely connect your bank accounts. This will save you time by not having to upload them manually. Clicking on “Automated bank connect” will direct you to Plaid, where afterwards you will link your bank with Hedgi.

The other option of “Upload CSV” will bring you to this page where you are able to name the account in which you will upload bank transactions. After that, you need to choose the type of account and chart of account from the drop-down menus. Lastly, you can click “Save” and a tab representing your bank account will appear.

Filtering your Hedgi Transactions

Your new transactions will appear in this “Unreviewed” tab, as they are waiting for your approval. Once approved or categorized, they will move to the “Reviewed” tab. Any transactions that were deleted or duplicated will appear in the “Excluded” tab. There is a feature in this tab where you can bring them back if accidentally deleted.

If you need to find a specific transaction or period of transactions, there is a feature to select the date range of what you may be looking for.

Additionally, you are able to sort by date, description, or amount in order to organize your transactions the best way you want to.