Add Transaction

Record a new financial transaction

Date

When did this transaction occur?

Description

What was this transaction for?

Amount

Use positive numbers for income, negative for expenses

Is this a transfer?

Check this if moving money between your own accounts (e.g., credit card payment, savings transfer). Transfers are excluded from income/expense reports.

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Quick Tips

Positive amounts are income (salary, refunds)
Negative amounts are expenses (bills, purchases)
Mark transfers to avoid double-counting
Use the Categorization Wizard to categorize later