Tracking Transactions

Adding one

1. Open Transactions.
2. Click Add Transaction.
3. Fill in date, description, amount, and which account it's against.
4. Pick a transaction type (Groceries, Salary, Rent, whatever fits).
5. Save.

Negative amounts are expenses. Positive amounts are income.

Transaction types

Categories you use to group spending. You manage the list in Settings → Transaction Types. Typical ones include Groceries, Dining Out, Salary, Rent or Mortgage, Utilities. Add whatever fits your life.

Filtering and searching

The search bar and date filters at the top of the page narrow what you see. You can filter by account, type, or date range, or combine them.

Editing or deleting

Click the ⋮ menu on any row. Edits flow through to your account balance and budgets immediately.

Bulk import

If your bank gives you a CSV or PDF statement, you can skip manual entry. Open Accounts → Import, upload the file, and follow the prompts. Format support depends on the bank.

Repeating items

For anything that happens on a schedule (rent, salary, subscriptions), set up a recurring transaction once instead of typing the same row every month.