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Transactions are the dated money events that build the forecast.

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Transaction fields

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Signed amount shortcuts

The transaction form detects signs in the amount field:
  • +130 switches the transaction type to income and stores amount 130.
  • -42.50 switches the transaction type to expense and stores amount 42.50.
  • 42.50 keeps the currently selected type.

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Website URL normalization

Users do not need to type the protocol. For example:
is saved as:
Invalid protocols are rejected.

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Moving transactions

Transactions can be moved by dragging on the calendar or editing the date. Moving a transaction changes the running balance for every day after the old and new dates.

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Recurring transaction edits

For recurring transactions, users can choose scope:
  • One occurrence
  • Future occurrences
  • All occurrences in the series
Use one occurrence for exceptions. Use future or all occurrences for permanent schedule changes.

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Cleared state

Cleared means the transaction has posted or has been confirmed. It does not remove the item from the forecast. It helps separate plan from reality.

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Delete behavior and free limits

Free plan transaction usage is lifetime-based. Deleting a transaction does not reset the free transaction count.