Transactions

Open the transaction and use Split. A grocery run can be part Groceries and part Household, and each part counts toward its own budget — the totals still add up to what you actually paid.

Yes. Add a transaction and scan the receipt — the amount and merchant are read on your device, and you confirm before anything is saved. The image can be kept with the transaction.

Rules categorize transactions for you: match a merchant, and every future transaction from them lands in the category you chose. They run on your device as transactions arrive or import.

A new rule can catch up, too: “Apply to Uncategorized” runs every enabled rule over transactions that have no category yet — which is what you want straight after an import. It deliberately leaves anything you have already filed alone, because a rule should never overwrite a decision you made by hand.

Mark it as a transfer. Transfers move the balance between accounts without counting as income or spending, so paying off a card or moving to savings doesn't distort your budget.

The Transactions tab has search and filters — text, category, account, amount range, date range, and in a household whether it was yours, theirs or joint. They stack, so “groceries over $100 last autumn” is three filters rather than a long scroll.

On the Mac, ⌘F searches everything from anywhere in the app.

If you cannot remember the merchant, search the AMOUNT instead. People remember what a thing cost far more reliably than what the card statement called the shop.

There's no undo, so a delete is final — that's why anything destructive asks first. Keep a JSON backup (Settings → Data & Backup) before a big clear-out, and a restore will bring the rows back.

Turn on “Split this bill” on the transaction and say how many people are in on it.

🔴 Enter the FULL total, not your share. The app records your share and keeps the whole figure for context — which is what you want when the receipt says $120 and your budget should only feel $40.

Yes. On the Transactions tab, select the rows and use “Categorize selected”. This is the fast way to clean up after an import, or after deleting a category.

If the same fix keeps coming up, make it a Rule instead and it happens on its own from then on.

Mark it on the transaction. It stays in your spending — it really did leave your account — but it is flagged so you can see what is owed back, and on the business side it can be billed on to a client as an invoice line.

Reimbursable is a claim you make deliberately. Nothing sets it for you.

Settings → Data & Backup → Repair Duplicated Records. It scans for the same record present as several rows — which is what a re-import or a restore produces — and shows you what it found before removing anything.

It is deliberately conservative. Two coffees on the same day at the same shop are two coffees; it is looking for the same RECORD twice, not two similar ones.