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Index

Transactions

Transaction is the key concept in the budget software. A transaction is any movement of funds, such as expense, income or transfer of money from account to account. A transaction must be associated with one of the accounts (or two accounts in case of money transfer from one account to another). Transactions and splits. To see transactions associated with a certain account, you need to select this account from the left list. You can sort transactions by any field and change column width. By right-clicking the header, you can select columns to display and their order. Also you can drag columns by headers to customize their order.
 
Transactions
1

Accounts

1. Accounts
  • Show / hide account panel.
  • Select an account from the drop-down list.
  • Select to display hidden accounts.
2

View

  • Divide transactions to income and expenses.
  • Organize transfers to a separate group.
  • Organize loan repayment transactions to a separate group.
  • Show total.
  • Show future transactions (scheduled and created for a future date).
  • Select columns in the list of transactions.
 
3

Group by

Group transactions by categories, family members, payee, projects, splits and description.
4

Settings panel

5

Filters

Show / hide filter panel.
6

Actions

Show / hide actions panel.
7

Accounts

Show / hide account panel.
8

Header

8. Header
Click the header to sort data in this column. Right-click the header to configure the look and order of columns.
9

Uncleared transactions

9. Uncleared transactions
Uncleared transactions do not influence the balance. They are in grey and strike out.
10

Transactions

10. Transactions
Transactions are grouped by categories.
11

Scheduled transactions

11. Scheduled transactions
Scheduled transactions are in grey and have a scheduler icon in the Date column.
12

Total

12. Total
Income minus expense for the selected period.