Transactions

The feed

Newest first, loading more as you scroll. Search covers descriptions and notes; filters narrow by account, category, type, tags, and date range.

Adding and editing

Add transactions with the + button; tap any row to edit its details, category, tags, or notes. Amounts follow the sign convention automatically — expenses negative, income positive.

Splits

One purchase, several categories: split a transaction and allocate the amount across lines. Totals must add up before saving, so reports stay exact.

Bulk actions

Select multiple rows to recategorize in one stroke. Recategorizing also teaches the rules engine, so future imports land correctly on their own.

A CSV/XLSX export of the current view is available from the toolbar.