Expenses & Income

View, add, and manage all your transactions. Switch between Expenses and Income tabs, with support for multiple currencies, categories, tags, projects, and expense splits.

Transaction List

The Transactions screen has two tabs at the top: - Expenses — all your expenses, sorted by date (newest first) - Income — all your income entries

Each transaction shows: - Category icon - Description (e.g., “Hosting”, “Rent”, “Kindergarten”) - Date - Amount with currency, color-coded: red for expenses (e.g., -3 750,00 zl), green for income

Tap any transaction to view its full details.

Quick Actions (Long Press)

Long-press any transaction in the list to open a quick action menu: - Edit — open the transaction in edit mode - Duplicate — create a new transaction pre-filled with the same data - Delete — remove the transaction (with confirmation)

Note: Duplicate and Delete are only available for account owners and editors.

Bulk Actions

For expenses, the long-press menu also includes Select multiple. Tap it to turn on multi-select mode: - Tap rows to check the ones you want, or use Select all to check everything - The bottom bar lets you act on all selected expenses at once: Set category, Add tag, or Delete - Tap Cancel to leave multi-select mode without making changes

Use the floating + button (bottom-right) to add a new transaction.

Adding a New Expense (Manual)

Step-by-step

1. Tap the + button on the Transactions screen, or Add Expense from the Dashboard
2. If using the + button, select Manual Entry from the menu
3. Tap the currency symbol to change currency (USD, EUR, PLN, GBP, UAH, RUB, BYN)
4. Enter the amount
5. Enter a Description (e.g., “What was this expense for?”)
6. Tap the Date — it’s pre-filled with today; tap it to log the expense on an earlier day
7. Select a Category from the chips: - Food & Dining, Groceries, Transport, Shopping, Entertainment, Health & Fitness, Bills & Utilities, Education, Travel, Coffee & Drinks, Subscriptions, Clothing, Personal Care - Tap the + button to create a custom category
8. Search and select Tags (e.g., #tea, #beer, #supermarket) — optional
9. Select Add to Project (e.g., “Vacation”) — optional
10. Tap Split Expense to divide the expense across multiple categories — optional
11. Tap Save Expense

Categories

The app provides 14 built-in expense categories. You can also create custom categories by tapping the + button in the category selector. Each category has a unique color for easy identification in charts and lists.

Tap the category filter above the transaction list to filter by category. It works on both the Expenses and the Income tab:

• Pick a category to see only those transactions
• Pick Uncategorized to see everything still waiting to be sorted
• Pick All to clear the filter

The category filter combines with the period above it, so to find older entries that still have no category, set the period to All first.

Suggest Categories for Uncategorized Expenses

When your account has expenses with no category — common after scanning a batch of receipts — a banner appears above the transaction list: Expenses without a category: N, with a Suggest categories button.

Tap it to open Categorize expenses. The app analyzes your uncategorized expenses (you’ll see Analyzing expenses…) and groups them:

• ✚ New category — will be created only if you apply
• ● Existing category — one you already have
• Couldn’t determine — anything the assistant wasn’t confident about; pick a category by hand or leave it as is

For each group, you can: - Tap the group’s name to rename a new category before it’s created - Tap ▾ next to a group to retarget the whole group — to a different existing category, a different new-category name, or + Create new category - Tap Choose (or ▾) next to any single expense to move just that one - Uncheck a group to leave those expenses alone

Nothing is created or changed until you tap Apply (N) — shown as Apply (N) · new categories: K when new categories are part of the plan. Afterwards you’ll see Categorized: N · new categories: K.

A few things worth knowing: - AI-based suggestions are limited to a few passes per account per day. Once you use them up, a note explains that only rule-based suggestions are shown for the rest of the day — suggestions that come from a merchant you’ve already taught the app (by recategorizing it before) always keep working, with no daily limit. - Encrypted expenses can’t be read by the server for this feature and are skipped; you’ll see how many, if any. - If there’s nothing left to suggest, you’ll see Nothing to suggest right now. - If loading fails, tap Retry. - Viewers on a shared account don’t see this banner — categorizing is a change only Editors and the Owner can make.

On the desktop (web) transactions screen, the same review opens as a dialog.

The same review is available from the Income tab too — tap Suggest categories there for uncategorized income entries.

Tags

Tags help you organize expenses with custom labels: - Search for existing tags using the search field - Select from recent or popular tags - AI may suggest relevant tags based on your description - Tags appear as chips (e.g., #tea, #beer, #supermarket)

Projects

Link expenses to projects for grouped tracking: - Select an existing project (e.g., Vacation) - Tap + to create a new project - View project spending totals in the Projects section - Change or remove the project later — open the expense, tap Edit, then pick a different project or tap Clear

Merchant

Track where you spent — the merchant (store or business): - Auto-filled when you scan a receipt or import bank/Wise transactions - Add or edit it manually on any expense; start typing to pick from merchants you’ve used before - Shown on the expense and in the list; tap the merchant filter on the Expenses tab to see all spending at one merchant - The merchant filter lets you pick several merchants at once (untap to remove one), and the Expenses tab shows the total of what’s currently filtered, converted to your main currency - Manage your merchants in Settings → Merchants: rename, merge duplicates into one, or remove a merchant - When you scan a receipt or use voice, the merchant is matched to your existing ones so you don’t get duplicates

Split Expense

Divide a single expense across multiple categories: 1. Tap Split Expense on the expense form 2. Add categories with amounts or percentages 3. The total must equal the original expense amount 4. Tap Confirm Split

Tip: Use Suggest Split to let AI recommend how to divide the expense.

Recurring Expenses

Turn any expense into an auto-logging series — on the create form, or later on an expense you already saved:

1. Tap Repeat
2. Choose how often it repeats: Weekly, Monthly, or Yearly
3. Save — the app automatically logs a new copy of this expense each period, on the day it’s due

Tip: You don’t have to decide this when you first log the expense. Open any expense that isn’t part of a series yet, tap Edit, turn on Repeat, pick a period, and save — the same toggle as on the create form.

An expense that’s already part of a series shows a Part of a recurring series banner on its details screen instead of the toggle, with the period (e.g., “Repeats Monthly”). Tap Stop Recurring to end the series — past copies stay, only future auto-logging stops.

Adding Income

Step-by-step

1. Go to Transactions tab and switch to the Income tab
2. Tap the + button
3. Tap the currency symbol to select your currency
4. Enter the amount
5. Enter a Description (e.g., “What was this income for?”)
6. Tap the Date — it’s pre-filled with today; tap it to log the income on an earlier day
7. Select a Category: Salary, Freelance, Investments, Gifts, or Other Income
8. Add optional Notes
9. Tap Save Income

Expense Details

Tap any expense to view its full details:

• Description and amount with currency
• Date of the expense
• Category with color indicator
• Notes (if added)
• Added by — shown in shared accounts; displays the name of the account member who created this entry
• Sync Status — pending, synced, conflict, or error
• Source — Manual Entry, Voice Input, Receipt Scan, Imported, or Auto-captured (bank push or bank import rows are marked so you can tell them apart)
• Receipt Items — individual items (for scanned receipts, or extracted later via Extract items)
• Receipt Image — view, share, save to gallery, replace, or delete the receipt photo. PDF receipts show a document preview with tap-to-open. If no receipt is attached yet, tap Attach Receipt to add one — choose Take Photo, Choose from Gallery, or Choose PDF. Works for any expense, including ones added manually. If the receipt was attached after the expense was created, tap Extract items in the receipt card to re-run AI reading and pull its line items into the expense (with confirmation if items already exist; each run uses one AI request)

Actions on expense details:

• Edit — modify the expense, including its currency (tap the currency chip next to the amount; the amount itself is not converted, only relabelled); if it isn’t already part of a recurring series, you can also turn on Repeat here to start one
• Copy — create a duplicate
• Delete — remove the expense (with confirmation)

Income Details

Tap any income entry to view details: - Description, date, category, notes - Added by — in shared accounts, shows who created this income entry - Edit — modify the income, including its currency (tap the currency chip next to the amount; the amount itself is not converted, only relabelled) — or delete the entry

FAQ

• Q: Can I add expenses in different currencies? A: Yes! Tap the currency symbol on the expense form to switch between USD, EUR, PLN, GBP, UAH, RUB, and BYN. You can also change the currency of an expense you already saved — tap Edit, then tap the currency chip next to the amount. This only relabels the amount, it does not convert it.

• Q: Can I change the currency of an income entry after saving it? A: Yes — open the income entry, tap Edit, then tap the currency chip next to the amount and pick a new currency. Just like with expenses, this only relabels the amount; it does not convert it.

• Q: How do I edit an existing expense? A: Tap the expense in the list to open details, then tap Edit.

• Q: What’s the difference between categories and tags? A: Each expense has one category (e.g., “Food & Dining”) but can have multiple tags (e.g., #lunch, #work). Categories are used for budgets and charts; tags provide additional filtering flexibility.

• Q: Why does the Transactions tab open instantly, even with no internet? A: The app stores your transactions locally on your device. When you open the tab, the list is shown immediately from this local copy, and any new changes from the server are loaded in the background. If the list is empty on first launch, you’ll see a brief loading spinner while the device fetches your data.

See also: Voice Input & Receipt Scanning | Budgets