Transactions

The ledger view for every booked, pending, and unaccepted movement across your accounts. Filters, search, and selection all live here.

Header icons

• Search — filter the visible rows by payee, memo, or amount.
• Filters — narrow by account, category, classification, or

status.

• Sort — flip between date and payee ordering.
• Select rows — enter multi-select for bulk-edit (recategorise,

re-account, reconcile, delete).

• New transaction — add a fresh entry; the active account is

pre-filled from your last visit.

Filter chips

• Date range — Week, Month, Quarter, Year, Custom.

The chevron buttons on either side step backward / forward by one period.

• Custom — reveals a date-pair picker below the chips.
• Account — a multi-select chip strip with an accent dot per

account; tap + for the full list when more than 4 don't fit inline.

• Payee — same idiom, only shown when a payee filter is in

effect (e.g. arrived here from the Payees screen).

Status

Four states form a ladder; the row picks up a faint background tint that gets warmer the further right it sits:

• Unreconciled (grey dot) — typed into the app, not yet

submitted to your bank in any form.

• Pending (blue dot) — already entered in your e-banking;

the bank hasn't cleared it yet.

• Cleared (amber dot) — the bank has cleared / posted the

transaction.

• Reconciled (green tick) — you've matched the row against a

bank statement via the Reconcile flow.

The ladder is one-way in normal use: editing the Status chip on the transaction editor lets you move up or down freely, but the reconcile flow only ever promotes.

Tips

• Tap a row to edit; long-press to enter selection mode without

using the header icon.

• The Net total row at the bottom of the list respects whatever

filters are active.

• Splits show a small n× pill — tap to expand the legs.
• Transfers between two of your own accounts show → / ←

arrows in front of the account name.