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Overview

A Transaction represents any financial activity — money coming in (income) or going out (expense). Transactions are linked to both a wallet and optionally a category.

Transaction Properties

Transaction Types

Income

Money coming into a wallet:

Expense

Money leaving a wallet:

Transfer

Moving money between wallets:

Creating Transactions

Using the Cache Manager

Direct Repository Access

Querying Transactions

Get All Transactions

Filter by Wallet

Filter by Date Range

Get Pending Sync

Calculating Totals

Updating Transactions

Deleting Transactions

Best Practices

  1. Be specific with descriptions - “Lunch at Chipotle” > “Food”
  2. Record immediately - Log transactions while memory is fresh
  3. Use categories consistently - Don’t mix similar categories
  4. Review weekly - Catch errors early
  • Wallets - Where transactions occur
  • Categories - How transactions are organized
  • Sync - How transactions sync across devices