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Transactions are the dated money events that build the forecast.

Transaction fields

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.

Website URL normalization

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

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.

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.

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.

Delete behavior and free limits

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