Transactions and cleared items

Transactions are the real entries in your ledger: a grocery run, a refund, an unexpected repair. Open Transactions, or use Add transaction on the dashboard or calendar.

Adding a transaction#

Pick Expense, Income or Transfer, then fill in the amount, date, account, and optionally a description, payee and category. After saving, the form stays open so you can log the next one.

Cleared#

Mark a transaction Cleared once it shows up on your bank statement. It's a simple way to reconcile: anything not cleared is still "on its way".

Turning a transaction into a recurring item#

Open More options and set Repeats to make it recurring — useful when you notice a new subscription.

Exporting#

Premium members can use Export CSV on the Transactions page to download the transactions shown (it opens in any spreadsheet). See Plans and billing.