💰 Transactions Guide

Transactions are the heart of your budget. Learn how to log and manage every penny you earn and spend.

What is a Transaction?

A transaction is any money movement - income you receive or expenses you pay. Each transaction includes:

Name: What the transaction is for
Amount: How much money
Date: When it happened
Group: Category (Food, Rent, Salary, etc.)
Type: Income or Expense
Note: Optional details

Adding a Transaction

Quick Method:

Click the + (plus) floating button anywhere in the app
Enter transaction name (e.g., "Grocery shopping")
Enter amount (e.g., 45.50)
Select date (defaults to today)
Choose group (e.g., "Food")
Click "Create"

⚡ Pro Tip: Use keyboard shortcuts: Ctrl+Enter to save, Ctrl+Shift+Enter to save and create another.

Transaction Types

📤 Expense

Money you spend. Decreases your balance.

Examples: Groceries, rent, gas, entertainment

📥 Income

Money you receive. Increases your balance.

Examples: Salary, freelance payment, gift

🔄 Transfer

Moving money between virtual cards.

Example: ATM withdrawal (bank to cash)

💹 Sync

Balance correction to match reality.

Used when your tracked balance differs from actual

Transaction Items (Itemized Expenses)

Break down a transaction into individual items. Perfect for grocery shopping or restaurant bills.

Example: Grocery Shopping

Transaction: Grocery Shopping - $87.50

• Milk - $4.50
• Bread - $3.00
• Chicken - $12.00
• Vegetables - $15.00
• Snacks - $8.00
• Other items - $45.00

💡 Tip: Transaction items are optional but help you understand exactly where money goes.

Editing Transactions

How to edit:

Go to Transactions page or Planning page
Click on the transaction you want to edit
Modify any field (name, amount, date, group, etc.)
Click "Save"

Deleting Transactions

Made a mistake? You can delete transactions anytime.

⚠️ Warning: Deleting a transaction is permanent and will affect your balance calculations.

Pending Transactions

Mark future transactions as "pending" to plan ahead without affecting your current balance.

Use cases for pending:

Bills due next week
Planned purchases
Expected income not yet received
Scheduled payments

Viewing Transactions

Access your transactions in multiple ways:

📊 Dashboard

See recent transactions and quick overview

📋 Transactions Page

Full list with search and filters

📅 Planning Page

Transactions organized by groups

Filtering & Searching

On the Transactions page, you can filter by:

Date range: Find transactions in specific time period
Type: Show only income or expenses
Group: Filter by category
Amount: Find transactions above/below certain amount
Search: Find by name or note

Best Practices

✓ Log immediately: Record transactions as they happen to avoid forgetting
✓ Use descriptive names: "Walmart groceries" instead of just "Shopping"
✓ Add notes: Include details you might need later
✓ Review weekly: Check your transactions to catch any mistakes
✓ Use correct dates: Log transactions on the day they actually occurred

Start Tracking Your Money

Log your first transaction and see your budget come to life.

Add Transaction