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Overview

Available onAndroidiOSWeb

Transactions record money moving in and out of your accounts. Keeping them up to date is what makes your budget match reality: every expense comes out of a category, every income adds money you can allocate, and every transfer moves money between your own accounts.

Add a transaction​

  1. Tap Add in the bottom bar.
  2. Pick the kind of transaction: New expense, New income or New transfer. The same menu also offers Quick expense, Reallocate money, Credits & refunds, Transaction templates and, on Android and iOS, Smart AI receipt scan.
  3. Enter the amount and fill in the fields (see below).
  4. Tap the checkmark to save.
tip

If you mostly log expenses, turn on Default 'Add' to expense in More › Settings › Budget Behavior. Add then skips the menu and opens a new expense straight away.

You can also add a transaction from the Transactions screen (⋮ › New transaction), and from an account or a category.

The three main types have their own pages: Expense, Income and Transfer.

Transaction fields​

The top of the form holds the required fields:

  • Type: expense, income or transfer. You can switch type while creating a transaction.
  • Date: when the transaction happens. Use the − and + buttons to move a day at a time, or tap the date to open the calendar. A date after today makes it an upcoming transaction.
  • Account: From for expenses and transfers, To for income and transfers.
  • Category: where an expense comes out of your budget.

Below them are the optional fields:

  • Cleared: mark the transaction once it has gone through your bank. Uncleared amounts are shown separately in the account; see Uncleared balance.
  • Payee: who you paid or who paid you (expenses and income only). See Payees.
  • Repeat: make it a recurring transaction.
  • Sentiment: a Thumbs up or Thumbs down to remember how you feel about it. See Sentiment.
  • Color: a color label. See Colors and notes.
  • Tags: free labels that cut across categories. See Tags.
  • Notes: any extra detail.
  • Cover overspending: shown on expenses when your budget has a surplus category. See Surplus funds overview.
  • Location: where the transaction happened. See Location.
  • Files: receipts, invoices or photos (see below).
tip

Several fields have a Smart suggestions button. Beyond Budget looks at the amount, account, date and your past transactions and suggests the category, payee or tags you probably want.

Attach files​

Keep receipts, invoices and warranty documents with the transaction they belong to. Each transaction can hold up to 3 files.

  1. In the Files section of the form, tap Attach file.
  2. Choose Take a photo, Choose a photo or Choose a file (up to 10 MB per file).
  3. Save the transaction. Files are uploaded when you save, so you need an internet connection.

Tap a file to view it. From the file you can also Share it or Remove it.

Not available on the web

Take a photo is available in the Android and iOS apps (on an iOS device with a camera). On the web, attach an existing photo or file instead.

Free and Pro

On the Free plan you can attach up to 10 files in total. Pro raises this to 2,000.

Customize the transaction form​

Hide the fields you never use and put the ones you use most at the top.

  1. Go to More › Settings › Navigation & Layout and tap Customize transaction fields. You can also get there from the Transactions screen: tap Change display settings (the filter icon) and choose Customize transaction fields.
  2. Drag fields to reorder them. Required fields can be reordered but not hidden; Optional fields can also be hidden or shown again.
  3. Tap Transaction preview to see how the form will look. Reset goes back to the default layout.

Customizing the transaction fields is part of Pro.