Transactions
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.
  • INVESTMENT
    Use this type to track investment related transactions such as buying or selling securities, dividends and capital gains
  • 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.
All your accounts at one place
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