The register and entering transactions

Quick entry

The form at the top of Register takes a date, payee, category, amount, and account. The amount is signed: negative for outflows, positive for inflows. Mark Cleared if the bank has already posted the transaction.

Payee auto-suggests previous payees as you type. Picking a known payee also pre-fills the category from the last time you used that payee.

Editing in place

Click Edit on any row to switch it into edit mode without leaving the page. Press Enter to save, Esc to cancel.

Splits

A single transaction can be divided across multiple categories. Click Split on a row, list the categories and amounts, and the total updates the parent transaction's amount.

Transfers

The Transfer button creates two paired entries — one negative on the source account, one positive on the destination — linked together. Editing one updates the other.

Cleared vs reconciled

• Cleared (C checkbox) means the bank has posted the transaction. You can toggle it on and off freely.
• Reconciled is set by the Reconcile flow and locks the transaction. Reconciled rows refuse to be edited or deleted until you explicitly unlock them.