Add and edit transactions

Transactions explain what changed in an account. They can be income, expenses, or transfers.

Create a transaction

Choose the account, date, amount, type, category, and description. Notes and tags are optional, but they make later searches and reports easier.

Edit transaction details

Use edits when a transaction needs a better category, corrected date, additional note, or verification. Verified transactions are useful when you have reviewed imported activity.

Split a transaction

If one purchase belongs to multiple categories, split it into category amounts. The total should still match the original transaction amount.