> ## Documentation Index
> Fetch the complete documentation index at: https://docs.calbudget.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Transactions

> Create, edit, move, clear, categorize, and bookmark transactions in CalBudget.

Transactions are the dated money events that build the forecast.

## Transaction fields

| Field       | Purpose                                                                                |
| ----------- | -------------------------------------------------------------------------------------- |
| Title       | Name shown on the calendar.                                                            |
| Amount      | Positive numeric amount. A leading `+` or `-` can hint income or expense while typing. |
| Type        | Income increases the balance. Expense decreases it.                                    |
| Date        | Calendar date that the item affects the account.                                       |
| Account     | Account forecast that owns the transaction.                                            |
| Category    | Income or expense label and color.                                                     |
| Repeat      | Optional recurring rule.                                                               |
| Notes       | Optional planning context.                                                             |
| Website URL | Optional merchant or bill URL. `https://` is added automatically when omitted.         |
| Cleared     | Marks posted or confirmed items.                                                       |

## 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:

```text theme={null}
netflix.com
```

is saved as:

```text theme={null}
https://netflix.com/
```

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.