Transaction types
| Type | What it represents | Key fields |
|---|---|---|
| Income | Payment received or expected | amount, source, date, groups, recurring |
| Expense | Payment made or expected | amount, vendor, date, groups, recurring |
| Trial | A free trial you’re tracking | amount (on conversion), vendor, trial end date, groups |
Adding a transaction
There are three ways to create transactions:Manual entry
Manual entry
Press N from any screen, or use the + button. The form captures amount, currency, vendor/source, date (defaults to today), type, groups, recurrence, and optional notes.Smart autocomplete activates after you type two characters in the vendor field. It matches your transaction history and a built-in catalogue of ~200 common services (Netflix, Adobe, AWS, and more) to pre-fill the amount, group, currency, and interval. For a known recurring vendor, entry takes under 10 seconds.
AI document parsing
AI document parsing
Upload a receipt or invoice and Claude Haiku 4.5 extracts the details for you. See AI document parsing.
Recurring
Recurring
Mark any income or expense as recurring to track its next due date automatically. See Recurring transactions.
Every transaction records whether it was created by you (
manual) or by the Agent (agent). This field is set at creation and never changes — it’s a permanent audit trail.Groups
Groups are your categories — user-created, colour-coded labels for organising transactions. They’re the primary axis for every filter, report, and chart.- Per-dashboard: Groups belong to one dashboard. A “Software” group on your Client dashboard is unrelated to one on your Personal dashboard.
- Multi-group: A single transaction can belong to several groups at once — useful for a receipt that spans, say, both “Software” and “Travel”.
- Inline creation: Create a group without leaving the transaction form — name it, pick a colour, done.
- Reorder: Drag groups to set their display order.
Basic plan: up to 10 groups per dashboard. Premium plan: unlimited groups.