Add or edit a transaction in the full form

The full form is where you set every detail of an entry: the amount, the type, the category, the date, the wallet, the currency, a note, an estimate mark and a trip or project. Use it when one line is not enough, when you want to pick from lists, and to change an entry you saved earlier.

Open the form

• A new, empty form. Open the capture bar (see Add an expense in one line), and with the field empty tap the round + at its right.
• A new form with your words in it. Type a line in the capture bar and tap the expand icon (Finish in the form). The amount, type, category, note, date, wallet, a currency you typed, the trip and the estimate mark move into the form. A sum such as 12+8 arrives as its result, 20.
• An entry you saved. Tap it in HomeActivity. On an iPad in landscape, a Mac or a wide browser window, a tap shows the entry's details beside the list; tap Edit there.

On a phone the form is a full page titled Add transaction, or Edit transaction for a saved entry. On an iPad, a Mac and the web it opens as a dialog over the screen you came from, and Escape closes it. Closing the form without saving discards what you entered, and it does not ask first.

Add a transaction

The form closes and the entry appears in Activity on its date, with the wallet balance and What's Left updated at once. If Save is greyed out, a line above it says why: "Pick a wallet", "Pick both wallets", "Pick a different destination wallet" or "Add an exchange rate". With no amount, Save is off and there is no line.

The keypad

The keypad has the digits, a point, backspace and the four operators +, −, × and ÷. The phone's on-screen keyboard does not open for the amount. With a hardware keyboard (a Mac, a browser, an iPad or an Android tablet with a keyboard) you can also type it: the number keys, a point or a comma, +, -, * or x, /, and Backspace do what the keypad's keys do. Keys held with Command, Ctrl or Option are left to the shortcuts, and while the note sheet is open the keys go to the note.

• Calculations. Type 85/3 with the keys and the large figure shows the result while the calculation sits under it. Multiplying and dividing come before adding and subtracting. The result is rounded to the currency's decimal places when you save.
• No amount yet. A calculation that ends on an operator, divides by zero or comes to 0 or less gives no amount, so Save stays off.
• Rules of the keys. An operator cannot start the amount. A second operator replaces the first. A number has one point.
• Decimal places. A number takes only as many decimals as the currency has: two for the euro, three for the Bahraini dinar, eight for bitcoin. For yen there is no point key.

The chip row

A transfer has no wallet or currency chip. It has From and To rows instead.

A currency other than the wallet's

When the entry's currency differs from the wallet's, a line under the amount shows the converted figure, the rate's source (Live rate, Estimated · nearest date or Manual rate) and the rate, for example 1 USD = 0.9 EUR. The Charged to wallet card repeats it.

• Tap the line, or the pencil on the card (Edit rate), to enter your own rate. The sheet is titled like Rate · 1 USD = ? EUR; enter the rate and tap Use rate, or Cancel.
• A rate you enter applies to this entry only. It never changes other entries or the market rate. Once you have entered one, the restore icon (Use live rate) goes back to the market rate.
• With no rate known, the card reads "No rate - tap to enter" and Save needs a rate first.
• When the entry is in neither the wallet's currency nor your main currency, the line also says what the totals will count, as ≈ … in totals.

See record spending in another currency and use your own exchange rate.

Good to know

• Only the amount is required. Without a category the entry saves as Uncategorized. An entry has one category; there is no split across categories.
• Which wallets are offered. An expense, income or refund goes to a spending wallet, or to a debt wallet such as a credit card you track as a debt. Savings goals and lending wallets receive money through transfers. The capture bar offers spending wallets only.
• The first wallet. A new form starts on the first wallet in your list that can hold the entry, or on the wallet a running trip spends from. Opened from the capture bar, it starts on the wallet chosen there.
• Locked amounts. The converted amounts are fixed at the entry's date. Changing only a note, a category or a trip never re-rates an entry.
• Refused saves. If a save fails, a message names the reason and the form stays open. Examples are a phone that stopped syncing ("This phone stopped syncing. Move syncing here to make changes.") or a space that is read-only on the free plan. See devices on the free plan.
• Imported bank entries can change only their category and trip. See edit, delete or undo a transaction.
• Offline. The form works with no connection, and the entry syncs when you are back online.