Stage
Definition
Review queue where bank transactions wait before they touch the Ledger. Edit, split, categorize, or delete. Nothing is final until you commit.
Related terms
Commit
Promoting a reviewed row from Stage to the Ledger. Carries a 5-second undo window before the write is final.
Ledger
The committed transaction history for your corporation, viewed at /dashboard/transactions. Commits are reversed with a new entry, not deleted.
Plaid
The bank aggregation API Ledg uses to sync transactions. Covers RBC, TD, Scotiabank, BMO, CIBC, and 300+ Canadian institutions.