Recording transactions

Select an account in the sidebar to open its register — one row per transaction, with a running balance. The row at the bottom is where you type a new one.

Entering a transaction

1. Type the date, then the description — earlier entries autocomplete as you type.
2. Choose the other account (the category, or where the money went).
3. Enter the amount and press ⏎.

Every transaction moves money between two accounts, so it always balances. That is what makes the reports add up.

Splits

A transaction can touch more than two accounts — a pay slip split into salary, tax and superannuation, or a shopping trip split across categories. Select the row and press ⌘E, or click its disclosure arrow, to open it out — notes, tags and every leg, edited in the register itself.

Void, reverse and print

Deleting a transaction removes it. Sometimes that is wrong — a payment that bounced, or a cheque never banked, is part of the record. Void Transaction keeps the row and its history but takes it out of your balances; Unvoid Transaction puts it back, though the reconcile marks its splits carried are not restored. Add Reversing Transaction leaves the original alone and writes a second, opposite entry beside it on the same date, so the correction shows in the record rather than being hidden by an edit.

Print Check… prints the selected transaction as a cheque.