Tracking Transactions

Adding a Transaction

1. Go to Transactions in the menu.
2. Click Add Transaction.
3. Choose a date, description, amount, and the account it belongs to.
4. Assign a transaction type (e.g. Groceries, Salary, Rent).
5. Click Save.

Negative amounts are expenses; positive amounts are income.

Transaction Types

Transaction types are categories that let you group and analyse your spending. You can manage your own list of types in Settings → Transaction Types. Common examples include:

• Groceries
• Dining Out
• Salary
• Rent / Mortgage
• Utilities

Filtering and Searching

Use the search bar and date filters at the top of the Transactions page to narrow down what you see. You can filter by account, type, or date range.

Editing or Deleting

Click the ⋮ menu on any transaction row to edit or delete it. Changes are reflected immediately in your account balance and budget totals.

Importing Transactions

If your bank supports CSV export, you can import a file instead of entering transactions manually. Go to Accounts → Import and follow the on-screen instructions. Supported formats depend on your bank — see the Connecting Bank Accounts article for automatic import options.

Recurring Transactions

For bills and income that happen on a regular schedule, use Recurring Transactions instead of adding them manually each month.