Transactions

Edit transaction

Demo transaction

Groceries
Update the amount, accounts, category, and notes for this transaction.
Update this transaction and save to return to the detail view.
Type and amount

Switch between expense, income, and transfer before entering the amount.

Basic details

Add a clear title, the date and time, and any extra context worth keeping.

Accounts

Pick the correct source and destination accounts for this transaction type.

Category and objectives

Choose an existing category or enter a new one, then link any related goal or loan.

Leave this empty if you picked an existing category above.

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