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A transaction is one line of money in or out of an account. You can type one in, correct it later, or delete it. The numbers in your budget and on the account move the instant you save.

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Add a transaction

You have three ways to enter one on the web.
Press n from any screen, or open the quick-add dialog from the command palette. Set the date, account, payee, category, and amount, then save.A negative amount is an outflow; a positive amount is an inflow.
Picking another one of your accounts as the payee turns the entry into a transfer instead of a normal transaction.

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Make it recurring as you add it

In the register’s add row, the Repeat dropdown defaults to One-time. Pick a cadence (Weekly, Monthly, and so on) and the entry is saved as a transaction and a scheduled transaction using the date you chose as the anchor.

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Edit a transaction

1

Open the row

On the web, click a transaction in the register to open it for inline editing. On mobile, tap the row to open the edit sheet.
2

Change the fields

Adjust the date, payee, category, memo, or amount. The category picker shows how much is still available in that category for the transaction’s month.
3

Save

Save the row. The account balance and the budget grid update immediately.
The account on an existing row is fixed in the inline editor. To move a transaction to a different account, delete it and re-enter it, or record a transfer.

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Delete a transaction

  • Web: select the row’s checkbox and use bulk actions to delete, or delete it from the edit view.
  • Mobile: long-press the row and choose Delete from the quick-action sheet.
Deleting a transaction reverses its effect on the account balance and on the category it was assigned to. Deleting one leg of a transfer removes both legs.
Pressed delete by mistake? Use undo (z on the web) right away to bring the transaction back.

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If something looks wrong

Categorize a transaction

Assign or change the category on a transaction.

Transfers

Move money between two of your own accounts.

Search and filter

Find a transaction by payee, date, account, or amount.

Bulk actions

Change many transactions at once.