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Overview

The Transactions Dashboard is all you need to provide full transaction classification to your users, with a full user experience allowing your users to:
  • Link bank accounts and credit cards
  • See how transactions were segmented between revenue, expenses, refunds, bank transfers, and tax payments
  • Drill into payouts, to understand which invoices, merchant fees, and other line items comprise a payout
  • Review any transactions that Tight AI could not confidently categorize
  • View/filter/search for transactions

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Embedding the Transactions Dashboard

To initialize the Tight Embedded experience in your React project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example embedding of the Transactions Dashboard:
TransactionsDashboard.tsx
import { TransactionsDashboard, Tight } from "@tight-embedded/react";
import "@tight-embedded/react/index.css";

function TransactionsDash({ accessToken }) {
    return (
      <Tight environment="SANDBOX" accessToken={accessToken} >
        <TransactionsDashboard />
      </Tight>
    )
}

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Props

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columns
optional
An ordered array describing which table columns to display on the dashboard. Duplicate entries will be ignored.A column is an object with two fields, column and width. column is the name of the column. width is the desired pixel width of the column, and is optional.Available options: date, description, amount, category, reviewStatus, classSegment
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filters
object
optional
The set of filters to apply to the dashboard.Passing in a value for this prop turns this into a controlled component. As such, you must also pass the onChangeFilters prop to adjust the filters for user input.
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onChangeFilters
function
optional
A function that is called whenever the user changes the filters from the dashboard. This function will only be invoked if the filters prop is also provided. The callback takes filters as its single argument.
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pageSize
number
default:25
max: 250
optional
The number of transactions to show on a single page of the Transactions Dashboard.