Transactions

Add deposits and withdrawals, backdate transactions, and browse history.

1

Add a Transaction

From any account detail page, click 'Add Transaction'. Choose between Top Up (deposit) or Spend (withdrawal), enter the amount and a description. The system suggests descriptions based on your past entries.

2

Use Description Suggestions

When typing a description, clickable suggestion chips appear based on your previous transactions for that account and type. Click a suggestion to auto-fill the description and amount.

3

Backdate a Transaction

Need to record something from a previous day? Change the transaction date to any past date. The transaction will be placed in the correct chronological position in the history.

4

Browse & Filter History

The transaction history shows every deposit, withdrawal, transfer, and interest payment. Filter by type (Deposit, Withdrawal, Transfer, Interest) or time period (This Month, Last 3 Months, Custom Range).