Transactions
Recording Transactions
Log income, expenses, and transfers.
Recording an expense
- Tap New Transaction
- Set type to Expense
- Choose the account the money came from
- Enter the amount
- Set the date to when you actually spent it
- Optionally: pick a category, add a note, add tags
- Save
Recording income
- Tap New Transaction
- Set type to Income
- Choose the account the money landed in
- Enter the amount
- Set the date to when you actually received it
- Optionally: pick a category (e.g. Salary, Freelance), add tags
- Save
Recording a transfer
- Tap New Transaction
- Set type to Transfer
- Choose the source account (where money leaves)
- Choose the destination account (where money arrives)
- Enter the amount
- Set the date
- Save
Transfers don't need a category — they're just money moving between your own accounts.
Finding transactions
Filter your transaction list by:
| Filter | What it does |
|---|---|
| Account | Show only transactions from a specific account |
| Type | Income, expense, or transfer only |
| Category | All transactions in a category |
| Tag | All transactions with a specific tag |
| Date range | Transactions within a start and end date |
Editing a transaction
You can edit: the date, description, note, category, and tags at any time.
Fixing the wrong amount or type
Amount and transaction type cannot be edited directly. To fix them, delete the transaction and create a new one with the correct values.
This protects the audit trail — your account balance history stays consistent.