Add & edit entries

Almost everything you track flows through the Add entry sheet. Open it from the + button, the Dashboard, or by tapping an existing row in Transactions.

Open the add sheet

From	How
Any tab	Tap + in the center of the bottom bar (phone)
Dashboard	+ or empty-state Add expense button
Edit existing	Transactions → tap a row → Edit

Choose the entry type

Type	Use when
Expense	Money going out — shopping, bills, dining
Income	Money coming in — salary, refunds, side income
Savings	Adding to a savings goal (shown when you have active goals)

Core fields

Field	Description
Amount	How much — uses your default currency unless the wallet uses another
Category	Spending or income category for reports
Wallet / payment method	Which account or card the money came from or went to
Date	Defaults to today — change for past purchases
Note	Free text — store names, trip names, anything helpful
Tags	Optional labels — search existing tags or create new ones (up to the app limit)
Attachments	Optional receipt photos — see Receipt attachments

Tags in the add sheet

Tap the tags field.
Search for an existing tag or type a new name.
Select tags to attach — they help filter in Transactions and Reports.

Manage all tags from Settings → General → Preferences → Manage tags. See Tags.

Household visibility

If you belong to a household, you may see Visibility:

Option	Meaning
Private	Only you see this entry on synced devices
Shared	Household members can see it

This is separate from split bills — visibility controls who can see the expense; split tracks who owes whom.

Split a bill (Buddies & split contacts)

When you pay for others and they owe you back:

In the add sheet, turn on Split bill.
Select Buddies & split contacts to include.
Pick a split method — equal, exact amounts, percent, shares, or line items.
Review each person’s share, then save the expense.

Each contact’s share updates their IOU balance. See Split expenses for methods, group defaults, and Settle up.

Split tracking works without cloud sync for local Buddies & split contacts. If you link a contact with their TRAIL- invite code, split amounts can sync between both accounts when cloud sync is on. With end-to-end encryption enabled, server-side split sync is not available — use local split tracking only.

Clipboard suggest (phone only)

On iPhone and Android, if Clipboard suggest is on in Preferences, copying a bank SMS or receipt line before opening the add sheet may offer a suggested amount. Always review before saving — the app never adds an entry without your confirmation.

Save and validation

Amount must be greater than zero.
Category and wallet/payment method are usually required.
If something is missing, the app highlights the field.

After saving, the entry appears on the Dashboard and in Transactions immediately.

Edit or delete

Transactions → tap the entry.
Edit to change any field, or Delete to remove it.
Confirm delete — this cannot be undone without a backup restore.

Transfers vs expenses

Moving money between your own wallets (Cash → Bank) is a transfer, not an expense. Use Record transfer on the Dashboard or the Transfers tab in Transactions. See Transfers.

Common questions

Question	Answer
Wrong category?	Edit the entry and pick a different category
Multi-currency wallet?	Enter amount in the wallet’s currency; conversion may show if applicable
Recurring bill?	Use scheduled entries instead of re-adding each month
Hide this purchase?	Use stealth mode for display — or keep visibility Private in a household

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