Accounts & transactions

Transactions: add, edit & organize

Everything you spend, earn, or move is a transaction. This guide covers adding one, editing every field, splitting, tagging, flagging, and marking it cleared.

Add a transaction

The round + button (bottom-right on every screen) opens the transaction editor. On desktop you can press Ctrl/Cmd + N, or use + Add transaction on the Spending tab.

1. Tap the + button. The New transaction editor opens.
2. Leave the top toggle on Charge for spending or income. (Use Transfer to move money between your own accounts - see Spending vs transfers.)
3. Set the Date, type a Payee, and choose an Account.
4. Enter the Amount. Use the − / + toggle to choose outflow (money out) or inflow (money in). You can even type math like 12.50+1.49.
5. Pick a Category. For income, leave it on ⭐ Ready to Assign.
6. Add a Memo if you like, then tap Save.

Edit a transaction

Tap any row in the register to open the editor. Every field is editable:

• Date, Payee, Amount (with the −/+ direction toggle), and Memo.
• Icon - tap the icon tile to pick a custom emoji, or leave it on Automatic icon.
• Category - reassign it, or Split… it (below).
• Account - this is also how you move a transaction to a different account: just change the Account dropdown and save.
• Tags and Cleared - see below.

Tap Save to keep changes, or Delete to remove the transaction. Deletes are undoable with Ctrl/Cmd + Z or the undo toast.

Split a transaction

One receipt, several categories? Split it.

1. Open the transaction and tap Split… next to the Category field.
2. Allot creates two legs. Set each leg's Category, amount, and optional memo.
3. Tap + Add split for more legs; use the ✕ to remove one.
4. Watch the running total - it must read BALANCED before you can save. If it's off, Allot tells you by how much.
5. Tap Save.

Tags

Tags group transactions across categories - perfect for a trip or a project. In the editor, find Tags · tap a trip tag or type your own. Tap an existing tag chip to toggle it, or type a new one (comma-separated) to create it. You manage your tag list from the Trips section.

Flag a transaction

Flags are colored markers for follow-up. From a register row's ⋯ (More actions) menu, choose Flag and pick a color: Red, Orange, Yellow, Green, Blue, or Purple - or No flag to clear it.

Cleared vs pending

Each transaction has a status you can toggle from the row or the editor's Cleared row:

• Uncleared - logged, but not yet posted at the bank.
• ✓ Cleared - posted at the bank.
• 🔒 Reconciled - locked by an account reconcile. Unlock it before editing - see Reconciling an account.

Troubleshooting