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Transaction Detail

The transaction editor opens when you tap a row in Transactions, from Home, from the review queue (Create transaction), or through the Add transaction Quick Settings tile.

Editing a transaction

Change amount, currency, date & time, merchant, and direction in the always-visible top block. Everything else lives in collapsible sections — Category & status, Items, Note, Location, Attachments — that show a one-line summary of their current value while collapsed.

  • Sections with existing content start expanded when you edit a saved transaction; a new transaction starts fully collapsed.
  • Tap a section header to expand or collapse it.
  • Tap Save when you're done.

Remembered categories

Changing the category of a merchant remembers your choice: future transactions from the same merchant (in the same bank app) are auto-categorized the same way. This takes priority over automatic keyword rules.

Itemization

Open the Items section to break a transaction into lines:

  • Each line has an item name and a cost.
  • A negative cost is a discount line (e.g. -2.50).
  • The Items total line shows the sum as you type.
  • If the item sum disagrees with the transaction Amount, a warning banner appears. The warning does not block saving — the transaction total is what counts toward budgets and reports.
  • Saving replaces the transaction's item set in one go; deleting the transaction also deletes its items.

The code icon (top-right) shows the transaction exactly as it would be exported — the JSON preview includes resolved category and account names. Use Copy JSON to put it on the clipboard.

Receipt photos

Under Attachments, tap Take photo to capture a receipt with your phone's camera app:

  • After the shot, the four corner handles are positioned automatically around the receipt — drag them if the outline is off, and use the rotate button for sideways shots.
  • Confirming straightens the page (perspective correction) and attaches it as an image; the photo also appears as a thumbnail at the top of the editor. Tap the thumbnail to zoom in.
  • If automatic detection can't find an edge, you start from a default rectangle in the middle of the frame instead — adjusting the corners always works.

Attachments

Add files to a transaction under Attachments:

  • Supported types: txt, images, pdf, csv, xlsx, xls, docx, doc — via Add file, or a camera shot via Take photo (above).
  • Each file is capped at 10 MB.
  • Files are stored on this device only — never uploaded or shared.
  • Attachments are not included in CSV/JSON export.
  • Deleting the transaction also deletes its attachments.

Location

Tap the Location row to open a full-screen location picker:

  • When the transaction has no location yet, the picker automatically centers on your device's last known position (once, when it opens).
  • With map data available it is a real offline map: pan and zoom so the place you want sits under the center pin (or tap the locate button for your device's position), then Save. The map follows the app's light/dark theme.
  • When coordinates are already set, the picker opens on those coordinates instead, and Clear location removes them right away — tap Save to keep the change.
  • Without map data it falls back to a simple grid canvas — tap or drag to drop the pin.
  • Street-level detail needs an offline map pack imported in Settings → Data; the bundled overview shows only cities and major roads.