Transactions and transfers

Income and expenses

Select the account, amount, date and category when you add a transaction. You can add a description, tags, a necessity rating or a receipt to make it easier to understand later. The transaction list supports search and filters.

Move money between your accounts

Use Transfer when money moves from one tracked account to another. A transfer changes two balances but is not new income or an expense. For a credit-card payment, use the card’s payment flow after paying the issuer.

Correct a posted amount

Descriptions, categories and tags can be edited. Monetary fields remain locked after posting. If an amount or account is wrong, void the transaction, optionally add a reason, then record the correct one. The original and reversal remain available when you include voided records in the list.

Why transfers are not spending · How voiding and reversals work

Open transactions