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Using Fold

Guides & tips on using Fold.

  • How do I add a cash/manual transaction?
  • My recurring transactions have relevant tags and merchants, Fold is still not auto-detecting them. What do I do?
  • Why are transactions that exist in the app not appearing while setting up a new recurring expense?
  • Why isn’t Fold detecting my past recurring transactions?
  • How do I track my recurring expenses on Fold?
  • What are recurring suggestions and how do I use them?
  • How do I edit or delete a Group?
  • How do I hide a transaction?
  • How do I download bank statements?
  • How do I download my transaction history?
  • Fold's iOS widgets are not working on my iphone. How do I fix it?
  • I receive my salary before the next month starts, hence my incoming isn't properly reflected. How do I fix this?
  • How do I link more bank accounts, credit cards or investment accounts?
  • Can I update my email or number linked to my Fold account?
  • Do I lose all my data if I unlink the bank?
  • Can I add my family members accounts and track them?
  • How to Tag and Perform Bulk Actions on Multiple Transactions at Once?
  • How can I search for a transaction?

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