📝 Single Transaction Page

Click a transaction row to open its detail page. From here you can edit the transaction, change its category, add a memo, or delete it.

What you’ll see

Transaction details

• Amount — Incoming (green) or outgoing (red)
• Date — Transaction date
• Payee — Merchant name (links to the payee page)
• Account — Which account the transaction is in
• Category — Budget category (editable)
• Memo — Optional notes (editable)
• Status — Cleared or reconciled

Actions

• Edit — Open the edit dialog to change amount, date, payee, category, or memo
• Delete — Remove the transaction (with confirmation)
• Category dropdown — Quick change without opening the full edit dialog

Related content

If the transaction has a payee, the page also shows:

• Spending chart — This payee’s spending over recent months
• More from this payee — Other transactions from the same merchant

Use these to understand context before editing or categorising.

Tips

• Use the category dropdown for quick categorisation
• Add a memo for transactions you want to remember (e.g. “Birthday gift” or “Reimbursable”)
• Deleting a transaction is permanent — use with care