🧾 Transactions Tab
View, search, filter and manage your income, expenses and transfers.
What you see
The Transactions tab shows the transactions of the selected period, grouped by day, with income, expense and balance totals at the top. Tap the + button to add a transaction.
Change the period
- Use the month selector at the top, or swipe left/right on the list, to move to the next or previous month.
- The period type can be Daily, Weekly, Monthly or Yearly. The month start day comes from Month Start Date.
Three views
| View | Shows |
|---|---|
| Daily | A list of transactions grouped by day. |
| Budget | Each budget with amount spent, remaining, or “Over by”. If none exist, add budgets in Settings → Budget Settings. See Budgets. |
| Cal (Calendar) | A calendar with daily totals. Tap a day to see its transactions. Weekend days are shown in red (Weekend Days). |
Search & filter
Tap the search icon for quick text search, or the filter icon for Search & Filter. Filters you can combine:
- Period – This Month, Last Month, Last 7 Days, Last 30 Days, Last 3 Months, This Year, All Time, or Custom Range (start and end date).
- Transaction Type – All Types, Income, Expense, Transfer.
- Account and Category – pick one or several.
- Amount Range – minimum and/or maximum.
- Description / Note – search inside descriptions.
- Bookmarked – show bookmarked transactions only.
- Import Source and Review Status – for Smart Import entries (SMS / Notification; Needs Review / Reviewed / No Account Mapped).
- UPI Transactions – UPI Pending, UPI Auto-Confirmed, All UPI (see Smart Payment).
- Repeat Transactions – show repeat-source transactions only.
Active filters appear as chips above the list. Tap a chip’s × to remove that filter, or Reset in the filter screen to clear all.
Select several transactions (bulk actions)
- Long-press a transaction to enter selection mode, then tap others to add them.
- Use the actions at the top: Set Account, Set Category, Set Date, Bookmark / Unbookmark, or Delete.
- Tap Clear selection to leave selection mode.
Deleted transactions are not gone straight away: they move to Settings → Accounts → Deleted Transactions, where you can restore them or delete them forever. See Deleted items.
Transaction details
Tap any transaction to open its details: type, amount, account(s), category, fee, note, location, bookmark, transaction ID, and (if applicable) repeat, Smart Import or UPI information. From here you can Edit, Copy, Bookmark or Delete it.
Transactions on a closed or deleted account cannot be edited, deleted or moved (you will see a message). Reopen or Restore the account first. Bookmarking still works.
Quick shortcuts
If Smart Payment is enabled you also see UPI shortcuts (Scan QR and Pay via UPI App) on this tab. To add transactions without opening the app, use the Quick Add widget or notification.