➕ Add, Edit & Copy a Transaction

Record income, expenses and transfers – and fix or duplicate them later.

Add a transaction

1. On the Transactions tab tap +.
2. Choose the type at the top: Income, Expense or Transfer.
3. Enter the Amount.
4. Pick the Account (for a transfer: From and To accounts – use Swap accounts to flip them).
5. Pick the Category (income/expense only). If Casviz recognises your description it shows “Category suggested from history”.
6. Check the Date and Time (they default to now).
7. Type a Description (“What is this for?”) and an optional Note.
8. Tap Save.

Income and expense

An Income increases the account balance; an Expense decreases it. Categories are different for each type (Income Category / Expense Category). Categories with subcategories are shown as Parent → Child.

Transfers

A transfer moves money between two of your accounts (for example Bank → Cash). It is not counted as income or expense, with one exception: when you transfer to a Loan or Credit Card account, you can choose to treat it as an expense (see Transfer-Expense Settings).

• Transaction Fee – transfers only. Switch it on and enter the fee charged for the transfer.
• Exchange Rate – if the two accounts use different currencies, Casviz shows the conversion and a rate you can edit or refresh (Refresh exchange rate). Custom currencies cannot be refreshed online – edit their rate in Currencies.

Repeat and Installment

Turn on Repeat to create the same transaction automatically on a schedule: Daily, Weekly (choose the days), Monthly (day of month – if the month is shorter, the last available day is used) or Yearly. Choose when it ends: a count, an end date, or no end date.

Turn on Installment to split a purchase into a fixed number of payments; progress is shown as “paid/total installments”. Manage schedules in Repeat Transactions.

Edit a transaction

1. Tap the transaction in the list to open its details.
2. Tap Edit, change what you need, and tap Save.

Copy a transaction

Open the transaction and tap Copy. A new transaction opens pre-filled (title: “Copy Transaction”) – change the date or amount and save. Great for regular purchases.

Delete a transaction

Open the transaction and use Delete. It moves to Settings → Accounts → Deleted Transactions, where you can restore it or delete it forever (details).

If saving fails