Swipe shortcuts
Many lists in Beyond Budget have a shortcut on each side of a row: swipe the row to the right or to the left and let go once the action shows. This page lists them all in one place.
Swipes are on by default. To turn them off, or change how far you have to swipe, use Swipe gestures and Swipe sensitivity in More › Settings › Input & Interaction (see Other settings).
Budget tab: categories
| Swipe | What it does |
|---|---|
| Right: Transaction history | Opens the category's transactions. For an income category, its income this month. |
| Left: New transaction | Starts a new transaction (an income for an income category) with the category already filled in. See Quick category transaction. |
The category rows in Allocation suggestions swipe the same way.
Accounts tab: accounts
| Swipe | What it does |
|---|---|
| Right: Transactions | Opens the account's transaction management screen, to reorder, reconcile and organise its transactions. See Basic details. |
| Left: New transaction | Starts a new transaction from this account. See Quick account transaction. |
Transactions
Swipe a transaction to the right to Edit it. See Managing transactions.
When you open the transactions behind a card in Where have I spent the most over time?, the swipes match what the report is grouped by:
| Grouped by | Swipe right | Swipe left |
|---|---|---|
| Payees | Edit | Payee: change the transaction's payee |
| Tags | Edit | Tags: change its tags |
| Colors | Edit | Color: change its colour |
| Sentiments | Thumbs up | Thumbs down |
Swiping the sentiment a transaction already has clears it. See Sentiment, Payees, Tags and Colors and notes.
Everywhere else
| Where | Swipe right | Swipe left |
|---|---|---|
| Notifications | Mark as read | Delete |
| Targets and the targets in Allocation suggestions | Transaction history | Snooze or Unsnooze for this month |
| Allocation history | Open the category | Undo |
| Groups and categories editor | Edit: opens the category's details | Delete: deletes it at once (with a way to undo), or asks to archive it when it has history |
| Category natures (see Groups and categories) | Essential | Discretionary |
| Where have I spent the most over time? cards | Open the category, account, tag or payee | |
| Spending comparison | Transaction history | |
| Net worth entries | Hide or Show | |
| Shopping list items | Edit | Delete |
| Transaction templates | Edit | |
| Badges | Dismiss | |
| An account's imported transactions waiting for a category (after a bank file import, see OFX, QIF and OFC) | Pick category | Delete |
| CSV import preview | Edit | Remove |
| Pending reconciliation, opened from the Budget health check (for example Bank notification import on Android) | Move transaction to another budget | Delete |
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