Tracking Expenses¶

[!abstract] What You'll Learn Use transaction filters, record transfers, set up recurring transactions, and view your yearly summary.

Filter Transactions¶

1. Go to the Transactions tab and pick a month/year.
2. Expand the filter panel to narrow by type (Income/Expense/Transfer), category, or account.
3. Filters also apply to the Dashboard and Summary tabs when set.

Record a Transfer¶

Transfers move money between your accounts (no category needed).

1. Click Add Transaction (+), then select Transfer.
2. Pick the amount, date, from and to accounts, and optional description.
3. The source and target accounts must differ.

[!tip] Transfer tracking Transfers appear in the Transactions tab but not in the Dashboard income/expense breakdown.

Set Up Recurring Transactions¶

For regular bills or income (rent, salary, subscriptions):

1. Go to the Recurring tab and click Add Recurring (+).
2. Fill in the details:

[!tip] Monthly schedules For monthly frequency, you can choose a specific day (1-31) or toggle Use Last Day of Month for invoices paid at month-end.

Managing Recurring Transactions¶

• Toggle to enable/disable without deleting.
• Edit or Delete via the icons on each row.

View the Yearly Summary¶

1. Go to the Summary tab.
2. Select a year using the navigation arrows.
3. The table shows all 12 months with Income | Expenses | Balance columns.
4. The footer row gives you the yearly totals.

Optionally, filter by category, account, or toggle Include Transfers for a complete picture.

[!tip] Color-coded balances Positive balances are shown in green, negative in red, so you can spot trends at a glance.

Manage Transactions¶

Use the icons on any transaction row: Edit to modify, Copy to duplicate (great for similar entries), Delete to remove.

What's Next?¶

• More on Budget — All budget tutorials.
• Your First Note — Create your first checklist note.