Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Viewing Transaction Details

Learn how to view complete information about a transaction

The transaction detail view shows all information about a specific transaction including parties involved, timestamps, and unique identifiers.

1

Click on a Transaction

On the Transactions page, click anywhere on a transaction row to view its details. This opens the Transaction Details modal.

2

View Basic Information

The detail view displays the following information:

  • Description: What the transaction was for
  • Amount: Transaction amount with color coding (green for income, red for expenses)
  • Type: Transaction type (Expense, Income, or Transfer)
  • Category: Assigned category
  • Status: Current status (Completed, Pending, etc.)
Step illustration
3

Check Party Information

See who was involved in the transaction:

  • From: Where the money came from (account name for expenses, income source for income)
  • To: Where the money went (merchant for expenses, account name for income, goal name for goal contributions)
4

View Date and Time

The detail view shows the complete date and time of the transaction in a readable format, including the day of the week, full date, and exact time (e.g., "Monday, December 25, 2023, 2:30 PM").

5

Transaction ID

At the bottom of the detail view, you'll find the unique Transaction ID. This is useful for:

  • Support inquiries and troubleshooting
  • Referencing specific transactions in reports
  • Tracking transactions across systems
6

Close the Detail View

Click the "Close" button at the bottom of the modal or the X in the top right corner to return to the transaction list.

Quick Navigation

You can also access transaction actions (Edit, Delete) from the three-dot menu in the Actions column without opening the detail view. Use the detail view when you want to see all information at a glance or need to copy the Transaction ID.