Topic
Transactions
Everything you add, import, schedule or log automatically lands in Transactions, newest first. Search and filter to find one, edit several at once, and open any to see where it came from.
Search and filter · Edit many at once · See where each one came from
Guides
What you see on a transaction
- Added and Reported
- When and how it appeared, and whether your bank has confirmed it yet.
- Classification
- Essential, Optional or Wealth, for spending only.
- Object and Goal
- Link it to something you own or, if it's spending, to a goal.
- Tags and Notes
- Your own labels and details. Tags also work as a filter.
Not yet available
- Two categories in one transaction
- A transaction has one category. To spread one over two categories, add it as two transactions. Paying for something in monthly installments? Split it into installments.
- Attaching a receipt
- You can't attach a photo or a file. Keep the details in Notes.
- Undoing a delete
- A deleted transaction can't be brought back, so the app asks before deleting.
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