Transactions
Transactions record every movement of money in and out of your accounts. You can add them from the Transactions page or directly from any account’s detail page.
Transaction types
| Type | When to use |
|---|---|
| Expense | Money leaving an account (groceries, bills, etc.) |
| Income | Money coming in (paycheck, freelance payment) |
| Credit / Refund | A refund or credit posted to your account |
| Transfer | Moving money between two of your own accounts |
| Debt Payment | Paying down a loan (principal, interest, fees) |
Adding a transaction
Click Add transaction and fill in:
| Field | Notes |
|---|---|
| Date | Defaults to today |
| Type | See types above |
| Amount | Positive number; type determines direction |
| Account | Which account the money comes from (or goes to) |
| Payee | Optional — who you paid or received money from |
| Category | Where this transaction belongs in your budget |
| Memo | Optional note |
Transfers
For a transfer, select Transfer as the type, then choose the source account and the destination account. The amount is debited from the source and credited to the destination automatically.
Debt payments
Select Debt Payment to break a loan payment into its components:
| Field | Effect |
|---|---|
| Principal | Reduces the loan balance |
| Interest | Recorded as interest expense; does not reduce balance |
| Fees | Recorded as fee expense; does not reduce balance |
The Total field is the sum of all three. You can fill in any two and the third is calculated automatically.
Split transactions
A split lets you allocate a single transaction across multiple categories. For example, a supermarket receipt that includes groceries and household supplies.
- Add a transaction and click Split.
- Add a row for each category.
- Enter the amount for each row — they must sum to the transaction total.
Editing a transaction
Click any transaction row to open it for editing. All fields can be changed, including the account (the account balance adjusts automatically).
Deleting a transaction
Open the transaction and click Delete. You’ll be asked to confirm. Deletion is permanent and reverses the account balance change.
Filtering transactions
Both the Transactions page and each account detail page have a filter bar:
- Date range — limit to a specific period
- Type — show only expenses, income, transfers, etc.
- Account — show transactions from a specific account (Transactions page only)
- Category — show transactions in a specific category
- Payee — show transactions from a specific payee
Clear any filter to return to the full list.