Recording transactions

The Transactions page is your operations hub, organised in three tabs:

• Transactions — the list itself, with filters and quick stats.
• Insights — daily flow charts, category breakdowns, and activity heatmaps.
• Review — the priority queue, duplicate watch, and AI review guidance.

Filtering by any date range

The date filter includes Custom range… — pick any from/to dates (for example a specific month last year). All stats, lists, and exports follow the selected range.

The stats chips are buttons

Pending review, High risk, and Needs evidence chips at the top apply the matching filter with one click. Net shows the net movement of whatever is currently in view.

Fixing mistakes safely

Open any transaction for the full story — receipts, alerts, tasks, and an audit timeline. From there you can:

• Edit confirmed transactions (owners).
• Nullify — erase the financial effect but keep the record visible for audit.
• Delete — moves the transaction to the Recycle Bin with a reason; restorable until the retention window ends. Nullified transactions can also be deleted.

Saved views

Set up a filter combination you use often (e.g. "unreceipted expenses, last 90 days") and save it as a view — one click brings it back, including custom date ranges.