Transaction

The single editor for every transaction shape — a regular expense, a transfer between two of your accounts, or a split across multiple categories. Mode chips at the top swap which fields are visible.

Mode

• Regular — one account, one category, one amount. Income or

expense is inferred from the category's classification.

• Transfer — one source account, one target account, one amount.

Writes a balanced pair of legs and does not contribute to spending or income totals.

• Split — one account, one total, multiple category rows that

sum to the total. Each leg can also be a transfer.

Date

The ◀ / text / ▶ / 📅 stepper. The arrows nudge by one day; the text opens the system date picker. Tapping the arrow on an empty field seeds today.

Account

Which of your accounts this entry posts to. Required. Locked when you opened this editor from inside one account's detail screen.

Payee

Free-text with autocomplete from past entries. Typing a new name creates the payee on save. Picking an existing payee with a default category pre-fills the category field.

Amount

The calculator field. Sign is owned by the leading ± / − chip. Paste-friendly: (25,00), −1'234.56, $1,234.56 all parse cleanly. The calculator icon opens a full-keypad sheet with copy / paste / sign-flip chips.

Category (regular and split modes)

The category this leg books to. In split mode, every row carries its own category, and the per-row arithmetic must sum to the header amount before Save is enabled.

Transfer to (transfer mode)

The destination account. Cross-currency transfers prompt for the target-side amount so the FX rate is captured per row.

Split rows (split mode)

Tap + Add leg to append a row. Each row has a small × to remove it. The footer pill shows how far the split sum is from the header total; Save unlocks at zero.

Status

The reconciliation status. Most users leave this on the default (Entered). The four states are Entered (grey, default for any row you just typed in), Pending (amber dot — the bank shows it as pending), Cleared (✓ — the bank has posted it), Reconciled (✓ green — you locked it from a finished reconcile session). Reconciled is set by the reconciliation flow, not by hand here.

Abandoned

Toggle off the entry without deleting it. Abandoned rows render struck through in lists and don't count toward any balance, budget, or report total. The data is preserved so you can revisit your reasoning later or restore the row (toggle off Abandoned). Use this for refunds you never want to delete, mistaken duplicates kept for the paper trail, or any row you want history of without arithmetic.

Follow-up

Toggle on when this row needs your attention later. Flagged rows show a clock icon in the list as a personal reminder; the engine doesn't act on the flag itself.

Two optional fields appear under the toggle:

• Follow-up date — when you want to be reminded. As soon as

the date comes up, the Transactions tab shows a cyan counter badge with the number of follow-ups due. Tap the tab to find them in the list.

• Follow-up notes — what to follow up on (a refund to chase,

a receipt to file, a category to revisit). Free text, indexed by the global search.

Notes

Free-text memo, up to 255 characters. Indexed by the global search.

Related transaction (transfer edit only)

When you opened this editor on one leg of a transfer, a small "Related transaction" link jumps to the other leg.

Saving

The Save button lives in the top-right. The form blocks save while required fields are empty or the split sum doesn't balance — the offending field shows a red ring. Errors from the database (FK violation, currency mismatch) surface as a banner above the form.