Accounts and transactions
Accounts, cards, transfers, debts, attachments and everything that happens in the transaction list.
- Quickly add a transaction from the keyboardThe Ins key on the Transactions page opens the add form—no mouse needed. Web version only.
- Attachments for TransactionsHow to attach a receipt or document to a transaction, view it, and delete it.
- Debts: Borrowed and LentHow to record a debt, how it affects your balance, and how to set a reminder to repay.
- Multiple cards for one accountWhen one account is used through multiple cards — how to add them and what changes in the transaction list.
- Reconcile account balanceHow to bring the balance in the app into line with what's actually in the account in one action.
- Filters in the transaction listType, account, category, period — filters stack, and how this affects the totals at the bottom of the list.
- New transaction form: default account and required fieldsBy what rule does the form select an account in advance, how to change it, and what to do if "Save" doesn't work.
- Currencies and exchange ratesHow accounts in different currencies add up, where the rates come from, and what happens to old transactions when a rate changes.