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DETAILS
Transactions
FAQs
How should I use the different transaction types?
  • EXPENSE
    Use this type to record everyday expenses like coffee, grocery, bills, etc.
  • INCOME
    Use this type to record income like a paycheck, interest, etc.
  • TRANSFER
    Use this type to record movement of money within two of your accounts. E.g.: transfer from checking to savings, paying your credit card bill.
  • REFUND
    Use this type to track a refund for a previous expense. Refunds are subtracted from your total expenses, while income transactions are added to your total income.
  • IOU
    Use this type to track informal debts and shared bill payments for friends and family. E.g.: You pay the restaurant bill for a group of friends, share rent with roommates.
How should I use the different IOU types?
  • PAID FOR FRIEND
    Use this type to record an expense where one person paid for the entire transaction on behalf of someone else, and the person who paid does not have any personal expense in the transaction.
  • SHARED BILL
    Use this type to record an expense when the person(s) paying have a partial share in the expense. E.g.: You go to a restaurant with a group of friends, and pay the bill for everyone.
  • LOAN
    Use this type when money is loaned or borrowed between two people. The money is not used to pay for any expense, it just changes hands from one person to another. E.g.: Your friend is running low on cash and borrows $100 from you.
  • SETTLEMENT
    Use this type to record a payment to settle up an IOU balance. E.g: Your friend owes you $10 and paid it back via Paypal.
What is a "Transfer" and when should I use it?
A Transfer represents a transfer of money between two of your accounts, or between your account and an external account. Transfers are NOT counted as expenses or income, they only affect account balances and Net Worth.
Following are some examples when you might find it useful to use a Transfer:
  • Credit card bill payment.
  • Large transaction that you don't wish to count as an expense for reporting purposes.
For transfers involving external accounts, please use "NONE" as the account to represent the external account.
What is the difference between "Refund" and "Income"?
Transactions of type "Refund" subtract from your total expenses, while transactions of type "Income" are added to your total income.
For example:
If you have an income of $100, and an expense of $50 => Your total expense is $50
If you have a refund of $25, and an expense of $50 => Your total expense is $25
How should I use the different statuses for a transaction?
A transaction can be assigned one of the following statuses:
CLEARED
This is the default status for any transaction. It denotes a transaction that has cleared your bank.
PENDING
This status should be used to denote a transaction that you have manually entered, but hasn't yet cleared your bank. A pending transaction does NOT contribute to your expenses or account balances.
RECONCILED
This status should be used to denote a transaction that you manually entered, and has recently cleared your bank. This is useful if you receive monthly paper statements from your bank, and want to reconcile expenses that you manually entered.
Can I enter transactions in multiple currencies?
Yes, Buxfer makes it easy to manage transactions and accounts in different currencies.
A single financial account in Buxfer is tied to a specific currency. To add transactions in a different currency, first create a new account with the desired currency, and then add a transaction to that account.
By default, transactions in other currencies will be converted to your default currency. If you click on a specific account, transaction amounts will be displayed in the currency for that account. If the currency for an account differs from your default currency, you will see the currency symbol next to the amount.
You can manage your currency settings under Settings > Transactions.
Currency conversion rates are automatically updated daily based on the latest market rates.
How can I easily find transactions that do not have any tags?
To find untagged transactions, please follow these steps:
  • Visit your Dashboard.
  • Locate the search bar just above the list of transactions. Then click the dropdown arrow next to it.
  • Click the "All Tags" dropdown, and select "No Tags".
  • You can also add other filters for accounts or a time period, if needed.
When I delete a transaction, will it be permanently deleted?
Deleted transactions are available for 30 days in the "Trash" view, in case you want to restore them. After that, they will be permanently deleted.
Can I restore a transaction that was deleted?
Transactions can be restored within 30 days after they are deleted.
To restore a deleted transaction, please follow these steps:
  • Go to your Dashboard and scroll to the top of the transaction list
  • Click the Trash link. If you can't see a "Trash" link, it means you do not have any transactions available to restore.
  • Select the transactions you wish to restore using the checkboxes for each transaction, then click "Restore"
Can I attach notes to a transaction?
Yes, you can attach notes to a transaction. To do so, please follow these steps:
  • Find the transaction in your transaction list, then click on it to expand it.
  • Click 'Attach' and a dialog will open that lets you type in a note.
Can I download my transactions from Buxfer?
Transactions can be downloaded in various formats suitable for both data backups and importing into a different financial software. To download transactions, click on "Settings > Download transactions" or visit https://www.buxfer.com/download.
Buxfer provides the following download formats:
  • OFX/QIF (for Quicken/MS Money)
  • Excel/CSV
  • HTML
Buxfer can automatically back up all your transaction data to Dropbox or Google Drive every night. To use this feature, please upgrade to a PRO membership.