Every transaction has a details panel: the transaction itself at the top, and everything you can do with it below. Most changes save the moment you make them, so there's no Save button to remember.
To open it, click a row in the table, click the open button at the end of a row in spreadsheet mode, or tap a row on your phone.
Change the category
Tap the category
It's the pill under the amount, showing the current category or Uncategorized.
Pick a new one
Search or scroll, then tap a category. Nothing fits? Choose New category (or Create “…” after typing a name) to make one and assign it in one go.
We remember your choice for similar new transactions from the same merchant. You may also see Always file … under …?: choose Create rule to change every past and future transaction from that merchant, or Not now.
Rename the merchant
Tap the merchant name at the top, or Rename. Type a clearer name and choose Save name. Use the statement wording fills in your bank's original text. The bank's wording stays in the details, and search finds either name.
Renaming changes this one transaction. To rename every transaction from this merchant, choose Rename it every time, which makes a rule.
Change the date
Tap the date at the top of the panel and pick a day. Banks often post a charge a day or two late, so you can set the day you actually paid. Today, Yesterday and the original date are one tap away, and the original date stays in the details.
Everything else
Row | What it does |
|---|---|
Account | Moves the transaction to another of your accounts, or to No account. |
Ignore | Leaves it out of your budgets, or out of everything. See ignore a transaction. |
Tags | Labels like “vacation” or “tax” that cut across categories. Type a name to create one, or tap to add and remove. See use tags. |
Note | A note just for you, like what a vague charge really was. Search finds it. |
Split | Divides the charge into parts, or shares it with people. See split a transaction. |
Create rule | Tells Finly Money how to handle this merchant, past and future. See create a rule. |
Reviewed | A check mark for your own records. Tap the row to mark it looked over; the Needs review filter shows what you haven't checked. It doesn't change any numbers. |
Recurring | Choose how often it comes, from Every week to Every year, to add it to your recurring charges, or Not recurring to take it off. See add a recurring charge. |
Items and Receipts & documents | List what a purchase bought, or keep a receipt with it. See itemize a purchase and attach files. |
Credit card purchases also have Rewards, and if you keep business money in Finly Money you'll see Business. See fix a purchase reward and mark business transactions.
A few charges can't be marked recurring, such as a pending charge (until it posts), an ignored charge or one on an investment account. When that's the case, the Recurring row says why.
History and details
See history lists every transaction from the same merchant, with the count beside it. Under Details you'll find the account, where the transaction came from (bank connection, statement or added manually), the original date or amount if you changed them, and the balance after it when a statement printed one.
Changing the amount
The amount can't be changed in the details panel. On a computer, type a new amount in spreadsheet mode. The original amount stays in the details.