Transactions

Transactions are the foundational elements of Budgie, encapsulating all records of expenses, income, and credits received. Each transaction can be categorized and associated with a payee or payer, and you have the option to append a note for further context. For convenience, transactions can be set as recurring, meaning they will automatically be generated on a predetermined date, streamlining the tracking of regular financial activities.

How to create a transaction

To create a transaction in Budgie, follow these steps:

1. Locate and click on the Transaction button in the top right corner.
2. From the dropdown menu, select the type of transaction you want to create.

How to edit a transaction

If you need to make changes to an existing transaction:

1. Go to the Transactions page.
2. On the transaction row, click on the action menu and click Update
3. A form will appear where you can modify the transaction details.

How to delete a transaction

To remove a transaction from Budgie:

1. Go to the Transactions page.
2. On the transaction row, click on the action menu and click Delete
3. Confirm the deletion in the dialog that pops up.

What happens when I try to delete a recurring transaction?

Deleting a recurring transaction prompts a query on whether you want to remove all past and future transactions associated with it, or just the selected instance.