Transactions

The ledger view for every booked and pending movement across your accounts, including imported rows still waiting for review. 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. The picker's Quick tab also offers Timeline window — one tap snaps the list back to the timeline strip's current window.
• Custom — reveals a date-pair picker below the chips.
• Amount — Over, Under, or Between an amount. The filter looks at the amount's size and ignores its sign, so one range covers spending and income alike — combine it with the Type row (Income / Expenses) to pick a direction.
• 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.

Each row also shows a small status glyph (○ entered · ◑ pending · ✓ cleared · ✓✓ reconciled) — next to its date in the Classic style, and as the row's leading account-coloured mark in the Modern style. The glyph is an indicator only: expand a row to reveal a four-cell status ladder that sets any status with one tap (moving a reconciled row off ✓✓ asks for confirmation first).

Tips

• Tap a row to edit; long-press to enter selection mode without using the header icon.
• On the web, hovering a row reveals Duplicate and Delete buttons at its right edge, centred on the row — the duplicate opens the editor pre-filled for review; the delete also removes a transfer's partner leg. Deleted rows go to Recently deleted (More), and the toast that follows offers Undo on Premium.
• The selection bar offers Mark cleared (sweeps the whole selection to Cleared — reconciled rows are skipped) and, for a single selected row, Duplicate.
• Filtered down to zero rows? The empty state offers Search all dates — it widens just the date range and keeps your other filters, the usual fix when a payee's last entry predates the current period.
• A book with no transactions yet shows the first step in the list: Add transaction (or Add an account while the book has none) and Import a bank file.
• 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.
• On a wide screen, the right-hand pane shows the Balance forecast for the accounts in the list while nothing is selected — it follows the account filter and the timeline window.
• Classification values show as small muted tags under a row when Show classification tags on rows is on in App settings; expand a row to see them as Axis: value lines instead.
• Imported rows count toward your balances right away. The Imports to review filter (Filters → Imports) lists the ones you haven't checked yet: select rows and tap Mark reviewed (the eye icon), or use Mark all reviewed in the strip above the list. Balances don't change.