Register

The register is the keyboard-first list of transactions for one account. Columns are date, number, payee, category, memo, payment, deposit, status, and running balance. Turn on Two-line view to put the memo on a second line.

Add a transaction

1. Open an account from the sidebar.
2. Fill in the date, optional check number, payee, and either a payment or a deposit.
3. Leave Category on Uncategorized if you do not know the category yet. The app never picks one for you.
4. Press Save transaction, or press N then Tab through the fields.

The new row is stored as a balanced pair of postings. If you left the category blank, the other posting is Uncategorized and the Inbox count goes up by one.

Splits

Choose Edit splits to divide one payment across categories. Each line needs a category and an amount. The split total must equal the payment or deposit. If it does not, the row is not saved and the remainder is shown (for example 0.60). Fix the lines until the remainder is 0.00.

Transfers

Pick Transfer to another account in the category field, then choose the other account. One transaction appears in both registers. Follow the category link to jump to the other side. Transfers are two account postings, not an expense.

Status

Each row is uncleared, cleared, or reconciled. Click the status to move between uncleared and cleared. Reconciled rows are locked. Use Unlock before you edit or delete them. Open Reconcile to match a statement date and ending balance. See Reconcile.

Inbox

Inbox lists every Uncategorized transaction. Open a row to assign a category from the register, or use a batch action on selected rows.

Keyboard

• N — focus the payee field for a new row
• ⌘K / Ctrl+K — search
• ⌘Z / Ctrl+Z — undo
• ⌘⇧Z / Ctrl+Shift+Z — redo

Related

• Accounts
• Categories
• Search and replace