Managing Transactions

Capturing the daily pulse of your financial flow.

Instant Logging

Every category has its own "Plus" button. When you log a new transaction, it's instantly tagged with the current month and category. No complex forms—just click and type.

Quick Tip

Use the Memo for short labels (like "Target Run") and Notes for the deep details (like "Birthday party supplies").

The Carry-Forward Rule

Stop re-typing your Rent, Utilities, or Subscriptions every single month. By toggling Carry Forward on a transaction, you're telling the system: "This happens every month. Have it ready for me when the next month starts."

Automation without complexity
Manual control over clones

Custom Priority

Use the left handle to drag transactions exactly where you want them. Want your biggest bill at the top? Just slide it there.

Smart Date Bounds

The date selector is locked to your current month view. This ensures your February transactions never accidentally drift back into January.

Soft Deletion

Mistakes happen. Instead of wiping your data, "Deactivating" removes the transaction while keeping your history safe.

One-Click Reorganization

Need a different perspective on your spending?

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