To ensure fast loading, the Coconut mobile app stores your transaction data on your device so that you don't have to wait every time you open the app to get your transaction history. If you've been with Coconut a long time, you might sometimes find issues with loading older transactions loaded to the app. This article explains how to resolve this issue.
Additionally, transactions in Coconut are categorised as either personal or business, with only business transactions appearing by default in the Business transactions summary. Personal transactions must be located through individual account views.
Understanding Business vs. Personal Transactions
Transactions in Coconut are handled as either personal or business. By default, only business transactions are displayed in the Business transactions summary, whereas personal transactions require exploration through individual bank account views.
Scroll to bottom
On the business transactions tab, scroll to the bottom and drag down. Keep doing this and it will load more and more transactions (note this will not load any personal transactions to the app).
To view personal transactions or transactions from a specific bank account, swipe across to review the relevant account's transaction list.
Use the date filters
Per account, or for all business transactions, use the date filters (tax year or month). This will always force a sync of the latest 50 transactions within that date range. Scroll to the bottom to load more than 50. If filtering by tax year isn't working, then filter by one month at a time for best results.
Note: When you logout fully of the app, the local transaction data will be deleted, and so if you have loaded old transaction data previously it may need to be re-performed at a later date. If transactions are still missing, ensure to check with your bank if the transaction is undergoing processing or marked as "pending." Also, double-check the classification of your transactions to ensure they are categorized correctly. For persistent issues, gather transaction details like amount, date, and merchant name from your bank statements, and confirm if the transaction has been finalized. If unresolved, contact Coconut support for assistance.
Use Coconut Web
Login to Coconut Web using your mobile number, PIN and 2FA. Here you'll be able to manage your business and personal transactions as you would in the application.
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