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Transactions

Every time money moves, it’s a transaction.

Add a transaction

  1. Go to an Account
  2. Click Add Transaction
  3. Fill in:
    • Type: Inflow (money in) or Outflow (money out)
    • Date: When it happened
    • Payee: Who you paid or received money from (optional)
    • Category: What the money is for (optional, defaults to Unassigned)
    • Amount: How much
  4. Save

Transaction types

  • Outflow: Money going out. Always assign a category so your budget stays accurate.
  • Inflow: Money coming in. Set the category to Income so it shows up in Left to Budget.
  • Transfers: Money moving between your own accounts (e.g., paying a credit card from checking). Select the destination account as the category. Transfers don’t affect your budget categories.

Transaction statuses

  • Pending: Recorded but not yet posted to your bank.
  • Posted: Confirmed and matching your statement.

Edit and delete

Click any transaction to edit it. Changes update your category balances immediately. Deleting a transaction adds the money back to the category.

Tips

  • Record transactions daily. It takes 30 seconds and keeps your budget current.
  • Always categorize. Uncategorized transactions make your budget unreliable.
  • Use the payee field consistently. “Kroger” every time, not “Kroger”, “KROGER #123”, “Grocery store”.