The Transactions screen

Every dollar that moved, in one list. Your job here is small and worth doing: give each transaction a category, and mark it reviewed.

The window

The screen opens on the last 30 days — not the calendar month, so the first of the month is never empty. The date range shows at the top. ‹ and › page 30 days at a time. back to recent returns you to now.

Sync and freshness

Next to ↻ Sync, a timestamp tells you how fresh your data is:

• Green — synced within the hour. You're looking at reality.
• Gray — synced earlier today. Fine.
• Red and bold — not synced today. Press ↻ Sync.

Banks also sync automatically every morning. The button is for the impatient, which is all of us on payday.

Tabs: Transactions and Special

• Transactions — regular spending and income.
• Special — money that isn't really spending: transfers between your own accounts, credit-card payments, and your recurring bills. See below.

The list

Each row: date, name, amount, category, review mark.

• Red amounts — money out. Green — money in.
• Category dropdown — the one decision per row. Pick the envelope this spending belongs to. Income goes to ＋ Income, which feeds Ready to Assign on the Budget screen. Many transactions arrive pre-categorized; correct the wrong ones.
• ○ / ✓ — the review mark. Categorizing marks a row reviewed automatically. The Unreviewed only filter shows what still needs you. Five minutes with that filter, a few times a week, is the whole habit.
• pending — the bank hasn't settled it. Pending rows don't count in totals yet.
• Kid button — appears only if you've switched on Let kids see some household costs. Marking a row shows that one purchase on your child's screen: what it was, what it cost, nothing else. → The Kids screen
• 🧾 — this purchase matched an email receipt, so instead of "Amazon" you see what you actually bought. Hover for the original merchant and order number. (Set up in Account → Integrations.)

Rename, notes, split, and tags

Four small tools, one per button on the row:

• Rename — click the name, type, Enter. The bank's cryptic string becomes your words. A ↺ appears after renaming; click it to restore the original. The original is never lost.
• 📝 Note — attach a sentence to a transaction. Notes show under the row and ride along in CSV exports.
• ✂️ Split — one purchase, several envelopes. Click ✂️, divide the amount into parts, give each a category. Save unlocks only when the parts rebuild the original to the cent. The parts appear as their own rows tagged ⑂; click the ⑂ to unsplit.
• 🏷️ Tags — labels that cut across categories. A category can carry default tags (set them in Categories): every transaction in that category wears the tag automatically. You can also tag any transaction by hand. The point: your EV charging on the Bozer trip stays budgeted under the trip — and still shows up when you ask "what does charging cost me?" Click any chip (or use the 🏷 filter) to see everything wearing that tag.

Search, filters, export

Search matches merchant and description. Show pending hides the noise when you want only settled facts. ⬇ Export CSV downloads the current view — and the file re-imports cleanly on the Import screen.

The Special tab

Paying a credit card looks like $1,200 of spending on one account and $1,200 of income on another. It's neither — it's your own money changing pockets.

SkrillaPlan detects these pairs and moves them here, labeled:

• 💳 Credit-card payment or 🔁 Transfer — detected and excluded from your spending, income, and reports. Wrong? Click Not a transfer and it goes back to counting.
• ❓ Possible transfer — the amounts match but the signal is weak. These still count until you decide: Confirm or Dismiss.

Below the transfers, Recurring bills & subscriptions lists everything that charges you on a schedule, with its typical amount. Worth a slow read once a month. Subscriptions multiply in the dark.