Transactions¶
Manage and organize your transactions.
Viewing Transactions¶
The Transactions page displays all imported transactions with:
- Date, merchant, description
- Amount (color-coded: green for income, red for expenses)
- Tags (bucket, occasion, account)
- Reconciliation status
Filtering¶
Quick Filters¶
One-click buttons for common queries:
- This Month / Last Month - Calendar month boundaries
- This Year / YTD - Year filters
- Large - Transactions above your dynamic threshold
- Unreconciled - Needs review
Advanced Filters¶
- Text search (merchant, description, notes)
- Date range
- Amount range
- Account include/exclude
- Tag include/exclude
- Transfer status
Tagging¶
Transactions can have multiple tags across namespaces:
| Namespace | Purpose | Example |
|---|---|---|
bucket |
Spending category | groceries, dining |
occasion |
Special events | vacation-2024, birthday |
account |
Source account | checking, amex-gold |
Only one bucket tag per transaction (auto-replaced on change).
Bulk Operations¶
Select multiple transactions to:
- Apply the same bucket tag
- Mark as reconciled
- Mark as transfer
- Delete
Saved Filters¶
Save complex filter combinations for reuse:
- Configure filters
- Click "Save Filter"
- Name and optionally pin
- Access from saved filters dropdown