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:

1Locate and click on the Actions button in the top right corner. 2From the dropdown menu, select the Create a transaction option.

How to edit a transaction

If you need to make changes to an existing transaction:

1. Go to the Transactions page.
2. Click on the transaction you wish to edit to reveal a menu.
3. Choose Edit from the dialog.
4. A form will appear where you can modify the transaction details.

How to delete a transaction

To remove a transaction from Budgie:

1. Visit the Transactions page.
2. Select the transaction you want to delete to access the actions dialog.
3. Click on Delete Transaction.
4. 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.