Transactions
Track income and expenses with filters and receipts.
Transactions
Use Transactions to track income and expenses, filter by type, and view receipts.
Steps
- Use filters to narrow by type, category, date range, or amount.
- Use the three‑dot menu to edit, delete, or view/download a receipt.
- Open a receipt to view it in a viewer.
| Action Buttons | Context Menu | Modals & Sheets |
|---|---|---|
| Filters on the table | Edit, Delete, View Receipt, Download Receipt | Transaction Form (add/edit), Delete Confirmation, PDF Viewer Sheet |
Tips
- Income shows in green; expenses show in red.