Transaction Types
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Split transactions
Split transactions are transactions created from a single original transaction, where the original total amount is broken down into two or more parts. Splitting allows for better organization of transactions where the total amount is made up of smaller amounts that need to be categorized individually. Some use cases include:
Splitting a big general store purchase into categories (eg. food, hygiene, pets, etc).
Splitting dinner shared with someone else
Splitting rent with roommates
Splitting an lump-sum payment from contractor by project
Transactions can be split evenly, in custom amounts, or in equal payments over time.
How to split transactions
Splitting transactions is done from the Transactions page:
Click the arrow to the far right of the transaction’s row to open the 'Transaction Details' panel on the right side of the screen.
Scroll down to the 'I want to…' section, and click on the "Split transaction" button.
Next, select how you’d like to split the transaction.
Review the data and update the details if needed. At the top, you will see the original amount and the total left to split to help you distribute the total. You will not be able to proceed if the split amounts don’t add up to the original amount.
Click on "Save changes" to finalize the split action.
Each split amount will then appear as a single entry in the Transactions page (eg. if the original amount was $100 and it was split evenly by 2, you will see two transactions for $50 each).
A symbol will appear within the Amount field for each split transaction to indicate that it was split from an original transaction. Hovering over the icon will provide details about the original transaction amount, and all other transactions it was split into.
How to unsplit transactions
Splitting transactions is done from the Transactions page:
Click on the Amount field of any of the split transactions that you would like to merge back together. This will open the 'Split Transaction' panel on the right side of the screen.
At the bottom, click on the red "Unsplit" button.
In the confirmation dialogue, click "Yes, confirm".
Once unsplit, the original transaction will reappear as a single entry on the Transactions page with the original total in the Amount field (eg. if it was split to $50 and $50, it will now appear as a single transaction of $100).
If you'd like to unsplit multiple split transactions in bulk you can also do the following:
In the Transactions page, select any split transactions that you'd like to unsplit.
On the right side of the screen, click on "Delete".
In the dialogue that appears, select "I want to unsplit and keep the parent transactions"
Confirm by clicking "Yes, delete".
Make sure to select the correct option to keep the parent transactions, otherwise the original unsplit transaction will be deleted and cannot be recovered!
Group transactions
Grouped transactions are used to keep things organized. While categories and tags help with budgeting, filtering and tracking data, grouping transactions is a way to reduce clutter and maintain associated transactions together.
There is no limit to the amount of transactions that can be grouped together.
Grouping transactions will not change the individual transactions’ data. The group transaction can have its own properties (date, category, payee, notes and tags), while the individual transaction’s maintain their original properties in the background. The individual transactions will be hidden from the default table view on the Transactions page, but can still be filtered for in the Transactions page or viewed in the Analyze page, with their individual properties.
By default, filters on the Transactions page will only display results based on the group transaction’s properties, ignoring the individual transactions grouped within. If you would like to filter for individual transactions within groups, you will need to include the filter option for "Type is part of group":
How to group transactions
Grouping transactions is done from the Transactions page:
Begin by selecting the transactions that you’d like to group together. To select a transaction, click on the checkbox to the far left of the row.
On the right-side of the screen, you will then see the 'Selected Transactions' menu. Click on the "Group" button to open the "Create new transaction group" panel. Review the information and fill in any missing data.
To create the group, click on "Save changes".
The selected transactions will now display as a single entry in the table on the Transactions page, with an icon within the Amount field to indicate that it is a group of transactions. Hovering on the icon will reveal information about the individual transactions contained within the group:
How to manage an individual transaction within a group
Editing or removing individual transactions from an existing group is done from the Transactions page:
Click on the Amount field of the transaction group to open the 'Edit transaction group' panel on the right side of the screen.
The total number of transactions in the group will appear at the top. Below it, all individual transactions will be listed. Hovering on a transaction will reveal two icons:
"Edit transaction" - This will allow you to change the individual transaction’s data, such as Date, Payee, Amount, Account and Notes. To save any changes, click on the “Save changes” button at the bottom.
"Remove transaction from group" - This will remove the transaction from the list, but the change is not confirmed until you click the “Save changes” button at the bottom. If you accidentally clicked to remove a transaction, click on the “Cancel” button to start again.
How to add transactions to an existing group
Adding additional transactions to an existing transaction group can be done from the Transactions page:
Click on the Amount field of the transaction group to open the 'Edit transaction group' panel on the right side of the screen.
The total number of transactions in the group will appear at the top. Below it, there will be a search bar allowing you to "Search by payee name, amount or notes".
Click on the search bar and start typing. If a transaction matches the search, it will appear in the drop down menu. Click on the transaction you would like to add.
Once clicked, it will be added to the list of transactions in the panel. To confirm the change, click on "Save Changes" at the bottom.
How to ungroup transactions
Ungrouping transaction groups is done from the Transactions page:
Click on the Amount field of the transaction group to open the 'Edit transaction group' panel on the right-side of the screen.
At the bottom, click on the red "Ungroup" button.
In the confirmation dialog, click on "Yes, confirm".
All individual transactions from the group will now display on separate rows in the table on the Transactions page, with their individual properties for Date, Category, Payee, etc.
To ungroup multiple transaction groups in bulk, you can follow these steps:
Begin by selecting the transaction groups that you’d like to ungroup. To select a transaction group, click on the checkbox to the far left of the row.
On the right-side of the screen, you will then see the 'Selected Transactions' menu. Click on the red "Delete" button.
In the confirmation dialog, verify that it is set to "I want to ungroup the selected transaction groups only".
To finalize, click on "Yes, delete".
Make sure to select the correct option to only ungroup, otherwise all groups and associated transactions will be deleted and cannot be recovered!
Recurring transactions
Transactions that repeat regularly are represented with Recurring items. Transactions associated with recurring items don’t necessarily need to be the same amount, but would generally occur on a regular cadence and the next expected payment should be predictable (eg. twice a month, every 6 months, annually, etc.).
Recurring transactions can be either recurring expenses or recurring income:
Examples of recurring expenses include a monthly Netflix subscription, a quarterly insurance payment or a yearly gym membership.
Examples of recurring income include your salary or interest income.
It’s useful to associate recurring transactions with recurring items to easily find them when needed. Examples:
If there is a bill you haven’t paid in a while, you will be able to refer to the Recurring Items to check and prevent fines or having the provided service canceled.
If you want to cut down on spending, Recurring expenses will typically be the first place to look since canceling a monthly subscription can save you a lot of money in the long run!
How to link an existing transaction to a recurring item
Open the Transactions page
Locate the transaction that you wish to link and then click on the arrow on the far-right of the transaction row
In the "Transaction Details" panel that appears on the right side of the screen, scroll all the way down until you see the different actions under "I want to..."
Click on "Convert to a recurring item"
You will now be able to see a list of all recurring items that have not yet occurred for that month. Click on the recurring item that you'd like to link the transaction to.
To finalize, click on "Save Changes" at the bottom.
The transaction will now be linked to the Recurring Item, an icon will appear next to the Amount field of the transaction to indicate that, and the text in the row for that transaction will be colored in turquoise for quick identification.
How to edit or unlink a transaction from a recurring item
Open the Transactions page
Locate the transaction that you wish to link and then click on the arrow on the far-right of the transaction row
In the 'Transaction Details' panel that appears on the right side of the screen, scroll all the way down until you see the different actions under 'I want to...'
Click on "Edit recurring item"
You will now be able to edit the Recurring Item, replace it with a different Recurring Item, or unlink the transaction from the Recurring Item.
To finalize, click on "Save Changes" at the bottom.
How to create a new transaction for a recurring item
Open the Transactions page
On the left-side above the table, click the arrow next to "Add to cash"
In the drop down menu that opens up, click on "Create from Recurring"
A panel will open up on the right side of the page and you will now be able to see a list of all Recurring items that have not yet occurred for that month. Click on the Recurring item that you'd like to create the transaction for.
To confirm, click on "Create".
The new transaction will be created and added to the Transactions table, an icon will appear next to the Amount field of the transaction to indicate that, and the text in the row for that transaction will be colored in turquoise for quick identification.
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