Transactions
Transactions are the core of your financial data in Monize. This page covers creating, searching, filtering, and managing transactions.
- Overview
- Creating a Transaction
- Transaction List
- Searching and Filtering
- Split Transactions
- Transfers Between Accounts
- Editing and Deleting Transactions
- Bulk Update
- Bulk Delete
- Transaction Status
- Copying Transactions
- Undo and Redo
The Transactions page provides a comprehensive view of all your financial transactions across all accounts. It supports advanced filtering, search, and density controls for efficient data management.
- Navigate to Transactions
- Click Add Transaction (or use the quick-add button)
- Fill in the transaction form:
| Field | Required | Description |
|---|---|---|
| Date | Yes | The date of the transaction |
| Account | Yes | Which account this transaction belongs to |
| Payee | No | Who the transaction was with |
| Amount | Yes | The transaction amount (negative for expenses, positive for income) |
| Category | No | The expense or income category |
| Memo | No | Additional notes or description |
| Tags | No | One or more tags for flexible labelling |
| Reference | No | Cheque number or reference code |
| Status | No | Unreconciled, Cleared, or Reconciled |
The date field supports keyboard shortcuts for quick date entry:
| Key | Action |
|---|---|
| T | Jump to today |
| Y | Jump to first day of the year |
| R | Jump to last day of the year |
| M | Jump to first day of the month |
| H | Jump to last day of the month |
| + or = | Next day |
| - | Previous day |
| Page Up | Next month |
| Page Down | Previous month |
Tip: On desktop, hover over the info icon next to the date label to see these shortcuts.
If the payee does not exist, you can create a new one directly from the transaction form without leaving the page.
The transaction form includes a history button (clock icon) next to the Payee field. Clicking it opens a popover listing recent transactions, and selecting one quick-fills the form with the payee, category, amount, memo, and tags from that transaction. You can then adjust any field before saving.
The history button appears on the new transaction form only -- it is hidden when editing an existing transaction. It is also available in split mode: selecting a recent split entry copies its payee and rebuilds the split rows from the source transaction.
The popover behaves differently depending on whether a payee is selected:
| Context | What the popover shows |
|---|---|
| No payee selected | A globally deduped list of your recent transactions, with one row per unique payee/category combination. Useful when you have not decided what you are entering yet. |
| Payee selected (or typed) | The most recent transactions for that specific payee, in raw chronological order with no dedup. Useful for repeating a familiar purchase exactly. |
For payee-scoped results, free-text payee names are matched exactly. If you have not selected an existing payee from the dropdown but have typed a name that matches a previous free-text entry, the popover scopes to that name.
- Splits are included. A split parent appears as a single row labelled "Split: Category A, Category B" (truncated with a count if more than two categories). Selecting it rebuilds the full split breakdown in the form.
- Transfers are excluded. Transfers between accounts are managed through their own form mode and do not appear in the quick-fill list.
The number of entries shown in the popover is configurable from 3 to 20 (default 5). Adjust it under Settings -> Display Preferences -> Recent transactions in quick-fill. See Settings and Security for details.
Tip: When you are creating a transaction for a payee you visit often, type or pick the payee first, then open the history -- you will see only that payee's prior entries in date order, which is faster than scrolling the global list.
The transaction list displays your transactions in a table with the following columns:
| Column | Description |
|---|---|
| Date | Transaction date |
| Account | Account name |
| Payee | Who the transaction was with |
| Category | Assigned category (or "Split" if multiple categories) |
| Memo | Transaction notes |
| Amount | Transaction amount (red for expenses, green for income) |
| Balance | Running balance for the account |
| Status | Reconciliation status indicator |
You can adjust the display density to fit more or fewer transactions on screen:
- Normal -- Default spacing with generous padding
- Compact -- Reduced padding, fits more transactions on screen
- Dense -- Minimal padding for maximum data density
Transactions are paginated at 50 per page. Use the pagination controls at the bottom of the list to navigate between pages.
The filter panel provides powerful options for finding specific transactions.
| Filter | Description |
|---|---|
| Accounts | Filter by one or more accounts |
| Account Status | Show active or archived accounts |
| Categories | Filter by one or more categories |
| Payees | Filter by one or more payees |
| Tags | Filter by one or more tags |
| Date Range | Set start and end dates |
| Search | Free-text search across payee, memo, and reference fields |
Your filter selections are saved in your browser's local storage, so they persist between sessions. When navigating from a report, the report's filters are applied via URL parameters and override your saved filters temporarily.
A split transaction distributes a single payment across multiple categories. For example, a supermarket purchase might be split between "Groceries" and "Household Supplies."
- In the transaction form, click Split
- Add multiple category/amount rows
- Each row has its own category, amount, optional memo, and optional tags
- The split amounts must total the transaction amount
- Click Save
Split transactions display "Split" in the category column of the transaction list. Click on the transaction to see the full breakdown.
Transfers move money between your accounts (e.g., from chequing to savings).
- In the transaction form, select the source account
- Instead of choosing a category, select Transfer to account
- Choose the destination account
- Enter the amount
- Click Save
Monize creates two linked transactions -- one in each account. The source account shows a withdrawal and the destination shows a deposit.
If the source and destination accounts are in different currencies, you may need to adjust the exchange rate or amounts after import. See Currency Management for details.
Click on any transaction in the list to open it in the edit form. Modify any field and click Save.
Voiding a transaction reverses its effect on the account balance but preserves the record for audit purposes. The transaction amount is set to zero and the status changes to Void.
Deleting permanently removes a transaction. This action cannot be undone. The account balance is adjusted accordingly.
Caution: If the transaction is part of a linked transfer, deleting it will also affect the linked transaction in the other account.
Bulk Update allows you to modify multiple transactions at once, such as changing the category, payee, or status for a batch of transactions.
- Open the Filters panel on the Transactions page
- Click the Bulk Update button (located next to the "Show accounts" controls on desktop, or at the bottom of the filter panel on mobile)
- Checkboxes will appear next to each transaction in the list
- Click the checkbox next to individual transactions to select them
- Use the select all checkbox in the table header to select all transactions on the current page
- If all transactions on the page are selected, a banner will offer to select all matching transactions across all pages (useful when filters are applied)
- After selecting transactions, click Bulk Update in the selection banner
- In the Bulk Update dialog, choose which fields to update:
- Category -- Assign a new category to all selected transactions
- Payee -- Change the payee for all selected transactions
- Status -- Update the reconciliation status (Unreconciled, Cleared, Reconciled, or Void)
- Only fields you modify will be updated; other fields are left unchanged
- Click Apply to save the changes
- Click Cancel Bulk in the filter panel to exit without making changes
- Completing a bulk update automatically exits bulk mode
- Clicking Clear selection in the selection banner also exits bulk mode
You can delete multiple transactions at once using the same selection mechanism as Bulk Update.
- Enter bulk mode using the Bulk Update button in the filter panel
- Select transactions using checkboxes (individual, page-level, or all matching)
- Click Delete in the selection banner
- Confirm the deletion in the dialog
| Mode | Description |
|---|---|
| By selection | Deletes the specific transactions you selected by checkbox |
| By filter | Deletes all transactions matching the current filter criteria (when "select all matching" is used) |
- Deletion is permanent and cannot be undone
- Linked transfer counterparts are automatically deleted along with the selected transaction
- Account balances are recalculated after deletion
- A confirmation dialog shows the count of transactions to be deleted before proceeding
Each transaction has a reconciliation status:
| Status | Icon | Description |
|---|---|---|
| Unreconciled | (blank) | New transaction, not yet verified against a statement |
| Cleared | C | Verified to match a bank statement entry |
| Reconciled | R | Locked as part of a completed reconciliation |
| Void | V | Cancelled, zero-amount record preserved |
The status flow is typically: Unreconciled -> Cleared -> Reconciled
You can change the status from the transaction list by clicking the status indicator, or during the account reconciliation process. See Account Reconciliation for details.
The Copy dropdown on each transaction row provides two actions:
Creates a copy of the transaction with the same account, payee, amount, category, tags, and memo. The duplicate opens in the transaction form so you can adjust any fields (such as the date) before saving.
Converts a transaction into a recurring scheduled transaction. The scheduled transaction form opens pre-filled with the transaction's details. Set the frequency, start date, and other scheduling options, then click Save.
The original transaction is not modified in either case. For more on scheduled transactions, see Bills and Deposits.
Monize tracks your recent actions and lets you undo and redo them using keyboard shortcuts:
| Shortcut | Action |
|---|---|
| Ctrl+Z (or Cmd+Z on Mac) | Undo the last action |
| Ctrl+Shift+Z (or Cmd+Shift+Z on Mac) | Redo the last undone action |
| Ctrl+Y (or Cmd+Y on Mac) | Redo (alternative shortcut) |
Undo and redo work across all data pages -- transactions, accounts, categories, payees, tags, securities, budgets, scheduled transactions, and custom reports. A toast notification confirms each undo or redo operation.
Note: These shortcuts are disabled when focus is inside a text input field, so they do not interfere with normal text editing.