Transactions

Transactions are individual, one-time money movements — distinct from the recurring schedules that drive the forecast.

Transaction or schedule?

• Use a transaction for a single event: a one-off purchase, a bonus, a transfer between accounts.
• Use a schedule (Recurring) for anything recurring — that’s what the forecast projects forward.

Recording one

1. 1Open Transactions and click New, or tell the assistant.
2. 2Choose income, expense, or transfer, then pick the account(s), amount, and date.