Transactions

How to add a transaction?

1. Click the + button in the top-right corner
2. Choose the type — Expense or Income
3. Enter the amount
4. Select a category — AI will automatically suggest one after entering the description
5. Optionally add a description and date
6. Click Add to wallet

Automatic AI categorization

After entering the transaction description and amount, AI automatically suggests a category. You can accept the suggestion or choose another one from the list.

Filtering transactions

On the transactions page you can filter by:

• Type — all, income, expenses
• Search — by description or category

Editing and deleting

Hover over a transaction and click the pencil icon to edit or the trash icon to delete it.