Transactions

Edit transaction

Demo transaction

Vacation transfer
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.

Transfers move money between your own accounts and stay out of spending summaries.

Links and objectives

Transfers can still be linked to goals or loans when needed.

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