Transactions

Add one-offs, manage recurring rules, and view planned vs cleared by day.
Month
Add one-off
This writes a transaction directly into the store. Planned or cleared.
Label
Type
Amount
Date
Status
Account
Category
Notes (optional)
Recurring rules
Edit rules and generate planned items into the calendar.
Add a rule
Name
Kind
Type
Amount
Frequency
Day of month
Account
Category
Notes (optional)
Label Kind Amount Schedule From To Actions
Tip: Use Regenerate after editing a rule to rebuild that rule’s planned items for the year.
Calendar
Tap a day to see items. Drawer actions: edit / mark planned/cleared / delete.
Planned and cleared totals are shown per day (if your JS is rendering them).