Transactions
The list of what came in and went out, including merchants, tags, and marking a one-off.
Where to find it
Sidebar or phone bar: Transactions. Merchants and Tags are tabs on that page.
- Open Transactions. A badge on the menu is the count still to categorise. The badge opens the list filtered to those rows. The tab itself opens everything.
- Open a row to change its category, add a note, or attach a receipt. The sheet is also where you ask your partner about that payment, and where you mark This is mine for an own-money jar.
- Use the Merchants tab to tidy bank names, and the Tags tab for labels you want across categories.
A big, unusual purchase can be marked as a one-off so it stays in the history without blowing the everyday budget or the averages. Do that from the transaction, not by raising the grocery budget for a fridge.
Rows arrive from a CSV or PDF import, from a manual cash spend (Quick add → Add transaction), or, when a feed is on for your household, from that feed. Pending feed rows are temporary and get replaced on the next sync.
What this does not do
Changing a category does not change the bank. Undo is on the confirmation after a change, when the change can be undone.
Related
- Import a CSV
- Merchants
- Receipts and cash spend
- Ask about a transaction, and I’ve got this
- Own-money jars
- Undo
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.