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Managing Transactions

Transactions are the foundation of your financial tracking in Finanzapp. Every income and expense you record helps build a complete picture of your financial health.

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What Are Transactions?

A transaction is any financial activity that affects your money:
  • Income: Money you receive (salary, freelance payment, gifts, refunds)
  • Expenses: Money you spend (groceries, rent, entertainment, bills)
  • Transfers: Money moved between accounts (not counted as income or expense)

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Adding Transactions

1

Access Transaction Form

You can add transactions from multiple places:
  • Click + Add Transaction on your dashboard
  • Navigate to the Transactions page and click New Transaction
  • Use the quick-add button in the navigation menu
2

Select Transaction Type

Choose whether this is:
  • Income: Money coming in
  • Expense: Money going out
The transaction type determines which categories are available and how the transaction affects your totals.
3

Enter Transaction Details

Fill in the required information:Required Fields:
  • Amount: The transaction amount (numbers only)
  • Category: Select from predefined categories
  • Date: When the transaction occurred
Optional Fields:
  • Description: Additional details or notes
  • Account: Which account the transaction is from
  • Tags: Custom labels for easier searching
  • Receipt: Attach a photo or file
4

Review and Save

Double-check your information and click Save Transaction.You’ll see a success notification confirming the transaction was added.

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Amount Entry

When entering amounts:
Amount Formatting:
  • Use numbers only (no currency symbols)
  • Use a period (.) for decimals: 50.99
  • Don’t use commas for thousands: Use 1500 not 1,500
  • Valid examples: 25, 99.99, 1500.50
Amount Validation:
  • Must be greater than 0
  • Maximum 2 decimal places
  • Maximum value depends on your account settings
Invalid amounts trigger an error: “Please enter a valid amount”

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Categories

Transactions must be assigned to a category for proper organization.
Common expense categories include:
  • Housing: Rent, mortgage, utilities, maintenance
  • Food & Dining: Groceries, restaurants, takeout
  • Transportation: Gas, public transit, car payments, insurance
  • Entertainment: Movies, concerts, hobbies, subscriptions
  • Shopping: Clothing, electronics, household items
  • Healthcare: Medical bills, pharmacy, insurance
  • Personal: Haircuts, gym, personal care
  • Education: Tuition, books, courses
  • Travel: Flights, hotels, vacation expenses
  • Other: Miscellaneous expenses
Common income categories include:
  • Salary: Regular employment income
  • Freelance: Contract work and gig income
  • Business: Business revenue
  • Investments: Dividends, interest, capital gains
  • Gifts: Money received as gifts
  • Refunds: Tax refunds, purchase returns
  • Other: Miscellaneous income
Custom Categories: You can create custom categories in your account settings to match your specific needs.

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Date Selection

Set the transaction date:
  • Default: Today’s date is pre-selected
  • Past Dates: Click the calendar to select a previous date
  • Future Dates: You can schedule transactions for future dates (for planned expenses)
Date Format: Transactions are stored in a standard date format and displayed according to your locale settings.

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Viewing Transactions

Access your complete transaction history from the Transactions page.

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Transaction List View

The main transaction list shows:
  • Date: When the transaction occurred
  • Description: Transaction details
  • Category: Assigned category with icon
  • Amount: Transaction value (color-coded: green for income, red for expenses)
  • Account: Which account was used
  • Actions: Edit or delete buttons
Transactions are sorted by date (newest first) by default. You can change the sort order by clicking column headers.

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Filtering Transactions

Narrow down your transaction list:
1

Access Filter Controls

Click the Filter button at the top of the transactions page.
2

Set Filter Criteria

Choose from multiple filter options:Time Period:
  • Today
  • This Week
  • This Month
  • This Year
  • Custom Date Range
Transaction Type:
  • All
  • Income only
  • Expenses only
Category:
  • Select one or multiple categories
Account:
  • Filter by specific account
Amount Range:
  • Minimum amount
  • Maximum amount
3

Apply Filters

Click Apply to filter your transactions.The list updates to show only matching transactions.
Clear Filters: Click Clear All to remove all filters and show all transactions.

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Searching Transactions

Find specific transactions quickly:
  1. Use the Search box at the top of the transactions page
  2. Enter keywords from:
    • Description
    • Category name
    • Tags
    • Amount
  3. Results update as you type
Search Tips:
  • Search is case-insensitive
  • Partial matches are included
  • Use specific keywords for better results

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Editing Transactions

Update transaction details when needed.
1

Select Transaction

From the transaction list, click the Edit icon (pencil) next to the transaction you want to modify.
2

Update Information

The transaction form opens with current details pre-filled.Modify any field:
  • Amount
  • Category
  • Date
  • Description
  • Account
3

Save Changes

Click Update Transaction to save your changes.You’ll see a confirmation: “Transaction updated successfully”
Editing Impact: When you edit a transaction, all related reports and calculations are automatically updated. This may affect your budget tracking and goal progress.

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Deleting Transactions

Remove transactions that were entered by mistake or are no longer needed.
1

Select Transaction

Click the Delete icon (trash can) next to the transaction.
2

Confirm Deletion

A confirmation dialog appears asking you to confirm:“Are you sure you want to delete this transaction?”
This action cannot be undone. Make sure you want to permanently delete the transaction.
3

Complete Deletion

Click Yes, Delete to permanently remove the transaction.Or click Cancel to keep the transaction.
After Deletion:
  • Transaction is permanently removed
  • Dashboard totals are recalculated
  • Budget progress is updated
  • Related reports are adjusted

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Bulk Operations

Perform actions on multiple transactions at once.

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Bulk Delete

1

Select Transactions

Check the boxes next to transactions you want to delete.Or use Select All to choose all visible transactions.
2

Click Bulk Actions

Click the Bulk Actions dropdown and select Delete Selected.
3

Confirm

Confirm that you want to delete all selected transactions.

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Bulk Category Change

Reassign multiple transactions to a different category:
  1. Select the transactions
  2. Choose Change Category from Bulk Actions
  3. Select the new category
  4. Click Apply

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Bulk Export

Export selected transactions:
  1. Select the transactions you want to export
  2. Choose Export Selected from Bulk Actions
  3. Choose your export format (CSV, PDF, Excel)
  4. Download the file

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Transaction Categories Management

Organize your finances with custom categories.

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Creating Custom Categories

1

Access Category Settings

Navigate to Settings > Categories or click Manage Categories on the transaction page.
2

Add New Category

Click + New Category.Enter:
  • Category Name: Descriptive name
  • Type: Income or Expense
  • Icon: Choose an icon (optional)
  • Color: Select a color for easy identification
  • Budget: Set default budget for this category (optional)
3

Save Category

Click Create Category.Your new category is now available when adding transactions.

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Editing Categories

Modify existing categories:
  • Change name, icon, or color
  • Adjust default budget amounts
  • Enable/disable categories
Editing Categories: Changes to category names affect all transactions using that category.

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Deleting Categories

Before deleting a category:
  1. The system checks if any transactions use this category
  2. If transactions exist, you must either:
    • Reassign those transactions to another category
    • Delete those transactions first
  3. Confirm deletion

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Recurring Transactions

Automate regular income and expenses.

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Setting Up Recurring Transactions

1

Create Base Transaction

Add a transaction as usual with all details.
2

Enable Recurring

Check the Make this recurring checkbox.
3

Set Recurrence Pattern

Choose:Frequency:
  • Daily
  • Weekly
  • Bi-weekly
  • Monthly
  • Quarterly
  • Yearly
Start Date: When the recurrence beginsEnd Condition:
  • Never (continues indefinitely)
  • After X occurrences
  • On a specific date
4

Save Recurring Transaction

Click Create Recurring Transaction.The system will automatically create future transactions based on your pattern.
Recurring Examples:
  • Monthly rent payment
  • Bi-weekly salary
  • Annual insurance premium
  • Quarterly tax payments
  • Weekly grocery budget

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Managing Recurring Transactions

View All Recurring: Access Transactions > Recurring to see all active recurring transactions. Edit Recurring: Changes can be applied to:
  • Only this occurrence
  • This and future occurrences
  • All occurrences
Pause Recurring: Temporarily stop a recurring transaction without deleting it. Delete Recurring: Remove the recurring pattern and choose whether to keep or delete past occurrences.

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Transaction Validation

Finanzapp validates all transaction data to maintain accuracy.

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Client-Side Validation

Immediate validation as you enter data:
  • Must be a number
  • Must be greater than 0
  • Maximum 2 decimal places
  • No currency symbols
Error: “Please enter a valid amount”
  • A category must be selected
  • Category must be active
Error: “Please select a category”
  • Must be a valid date
  • Cannot be more than X years in the past
  • Cannot be more than X years in the future
Error: “Please select a valid date”

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Server-Side Validation

Additional validation when saving:
  • Verifies you own the account
  • Checks for duplicate transactions
  • Validates data types and formats
  • Prevents SQL injection and XSS attacks
Duplicate Detection: If you try to add a very similar transaction (same amount, category, and date), you’ll receive a warning asking if this is intentional.

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Transaction Best Practices

Pro Tips:
  1. Record Immediately: Add transactions as soon as they occur for accuracy
  2. Be Specific: Use detailed descriptions to remember what the transaction was for
  3. Use Categories Consistently: Always assign the same types of expenses to the same categories
  4. Add Tags: Use tags for special projects or tracking specific spending areas
  5. Attach Receipts: Store receipt photos with transactions for records
  6. Review Regularly: Check your transactions weekly to catch errors
  7. Set Up Recurring: Automate regular transactions to save time

Dashboard

View your transaction data visualized on the dashboard

Export Data

Export your transactions in CSV, PDF, or Excel format

Goals

See how transactions affect your financial goals