Transactions Overview
Learn everything about tracking your income and expenses
Transactions are the foundation of your financial tracking. Whether it's recording a grocery purchase, logging your paycheck, or tracking a subscription payment, this section covers everything you need to know about managing transactions effectively.
In This Section
Adding an Expense Transaction
Learn how to record expenses manually, with voice input, or by scanning receipts
Adding Income
Track your income sources and earnings in your Personal Finance Tracker
Editing Transactions
Make changes to existing transactions to keep your records accurate
Viewing Transaction Details
Access detailed information about any transaction including receipts and notes
Filtering & Searching Transactions
Find specific transactions quickly using filters and search
Bulk Editing Transactions
Edit multiple transactions at once to save time
Deleting Transactions
Remove transactions you no longer need from your records
Transaction Tracking Tips
Record Immediately
Add transactions as soon as they happen. Don't wait until the end of the day or week when details are forgotten.
Categorize Consistently
Use the same categories for similar purchases. This makes reports and budgets more accurate over time.
Add Notes
Include helpful details in notes—who you were with, what the purchase was for, or why you made it.
Review Weekly
Check your transactions each week to catch errors early and ensure nothing was missed.
Related Topics
Explore related features to get the most out of transaction tracking