Transactions

Transactions are the heart of Finansify — every expense, every income, every transfer. This is where you record your daily financial operations and have full control over them.

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Transaction List

The transactions page shows all your transactions in the form of:

• Desktop — a table with pagination (sortable by date and amount)
• Mobile — cards with infinite scrolling

Each transaction in the list shows: date, name (with category and status icons), amount (green = income, red = expense), and wallet.

Transaction list — desktop

On mobile, transactions are displayed as cards — you scroll down and more load automatically.

Transaction list — mobile

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Adding a Transaction

1. On the transactions page, click New transaction
2. Fill in the form:

Basic Fields

Field	Description	Required
Name	Transaction description, e.g., "Grocery store", "Salary"	Yes
Date	When the payment occurred (max = today)	Yes
Operation type	Expense (default) or Income	Yes
Amount	Transaction amount + currency	Yes
Category	Select from the category list (with search)	No

New transaction form

More Options

Click More options to expand additional fields:

Field	Description
Wallet	Select a wallet (visible when you have more than 1 wallet)
Tags	Add existing tags or create new ones (with color selection)
Notes	Any comment about the transaction
Minor transaction	Toggle — hides the transaction from statistics (e.g., internal transfers)

Transaction — more options

Quick Amount Adjustment

Next to the amount field, you have +50 and -50 buttons — useful for quickly adjusting the amount without typing manually.

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Transaction Details

Click on a transaction to see its full details:

• Amount with a colored accent (green = income, red = expense)
• Name and payment date
• Wallet and category (with path, e.g., "Food → Restaurants")
• Tags and notes
• Linked payment — if the transaction is connected to a recurring payment, you'll see payment details with the option to unlink
• Receipts — a thumbnail carousel with attached receipts; click to open the full-screen gallery

Special statuses:

• Awaiting verification — transaction imported from CSV, not yet confirmed
• Minor transaction — hidden from statistics

Transaction details

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Editing and Deleting

• Editing — opens the form with pre-filled data; change what you need and save
• Deleting — after clicking "Delete," a confirmation dialog appears

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Splitting a Transaction

Have a single transaction that covers multiple things? For example, shopping at the grocery store: food + household supplies. You can split it:

1. Open the transaction details
2. Click Split
3. Add sub-transactions — for each one, enter a name, amount, and category
4. New items default to the amount = unallocated remainder
5. Click Save — the original transaction will be replaced by the sub-transactions

[VIDEO: Screencast (~20s) — opening a transaction → clicking "Split" → adding 2 sub-transactions with different categories → saving]

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Bulk Operations

When you want to change many transactions at once — select them and use bulk operations.

Selecting

• Desktop — checkboxes in the first column of the table
• Mobile — long-press on a transaction

After selecting, a bulk operations bar appears at the top of the screen with a counter of selected items.

Available Bulk Operations

Click on the bar to open a side panel with options:

Operation	What it does
Change category	Assign the selected category to all selected transactions
Change wallet	Move transactions to a different wallet
Add tags	Add tag(s) to selected transactions
Mark as minor	Hide from statistics
Delete	Delete all selected transactions

Bulk operations bar

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Minor Transactions

A minor transaction is one you want to record but don't want to affect statistics and charts. Typical uses:

• Transfers between your own accounts (e.g., from checking to savings)
• Refunds and corrections
• Technical transactions

Minor transactions are marked with a crossed-out eye icon and are included in the list by default, but not in summaries.

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Awaiting Verification

Transactions imported from CSV have the status "Awaiting verification". This signals that you should review them — make sure the amount, category, and name are correct. After reviewing, you can approve them.

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Receipts on Transactions

You can attach one or more receipts to each transaction:

1. In the transaction list, click the paperclip icon (if you see a badge with a number — it means receipts are already attached)
2. A side panel with attachments opens
3. Drag and drop a file or click "Browse"
4. Accepted formats: JPG, PNG, PDF

Attachments panel

Learn more about AI receipt processing in the Receipts section.

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Filters

The transaction list has an extensive filter system. Active filters are displayed as colored pills below the bar — you can quickly remove each one by clicking "×".

Available Filters

Filter	What it does
Search	Search by transaction name
Operation	Show only income or only expenses
Date range	Select month/year — from-to
Validation status	Show only transactions awaiting verification
Amount range	Filter by min-max amount
Wallet	Show transactions from a selected wallet
Currency	Filter by currency
Category	Select a category (with hierarchical path)
Budget	Show transactions included in a selected budget
Minor transactions	All / only minor / exclude minor
Import	Show transactions from a specific CSV import

Active filters

Filter Customization

Don't need all the filters? You can choose which filters should be visible — click the filter settings icon and check only the ones you use regularly.

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Transaction Statistics

In advanced mode, above the transaction list you'll see a summary:

• Total income — combined income from active filters
• Total expenses — combined expenses
• Transaction count — how many transactions match the filters
• Average transaction — average amount

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See also:

• Categories — organizing transactions into categories
• Receipts — AI receipt scanning
• CSV Import — importing transactions from a bank
• Wallets — wallets assigned to transactions
• Budgets — budgets linked to transactions