Link

Transactions

Table of contents

  1. Types of transactions
  2. Transactions page
  3. Creating transactions
  4. Editing transactions
  5. Deleting transactions

Types of transactions

There are three types of transactions in Decent Budget: income, expenses and transfers.

  • Income are funds that you gained (your salary, received from a friend, etc).
  • Expenses are funds that you spent.
  • Transfers are those funds that you move somewhere else outside Decent Budget. For example, making payment to investment fund or transferring funds to savings bank account (that’s not tracked in Decent Budget). Transfers will simply subtract amount from your reserve, but won’t be treated as an expense.

Transactions page

Transactions page

  1. Transactions table shows all your created transactions in selected month.
  2. Transaction filters allows you to change date, search by title or filter by category & essential status.
  3. Recurring transactions shows your upcoming transactions this month. You can learn more about recurring transactions here.

Creating transactions

  1. Visit transactions page. Select transactions
  2. Click on a “New transaction” button. Click new transaction
  3. Select transaction type at the top, enter transaction information and save. New transaction form

Editing transactions

  1. Visit transactions page. Select transactions
  2. Click on a transaction you want to edit (just don’t click on a category, because you will open category page!). Select transaction
  3. Make your changes and save. Edit transaction form

If you edit transaction that has been already reconciled, that won’t reset its reconciliation status.


Deleting transactions

  1. Visit transactions page. Select transactions
  2. Click on a transaction you want to delete. Select transaction
  3. Click on a “Delete transaction” link and confirm your action. Delete transaction link

Table of contents