Transactions
The transactions page is your complete expense history. Search, filter, sort, and take bulk actions on any set of transactions.
Data Table
Built on TanStack Table. Columns include date, title, amount (in original currency and home currency), category, and type. Click any column header to sort. Click any row to edit the expense.
Filters
Date
Filter by year, month, or a custom date range.
Amount
Set a minimum and maximum amount to narrow results.
Categories
Multi-select picker. Show only specific categories.
Type
Filter by personal or shared expenses.
Search
Full-text search across transaction titles. Results update as you type.
Bulk Actions
Select multiple transactions using the checkboxes. Actions available:
Delete
Remove selected transactions permanently.
Export CSV
Download selected transactions as a CSV file.
Recategorize
Change the category for all selected transactions at once.
Shared Indicators
Shared expenses show extra details in the table:
- Source badge showing the project name (if any).
- Total amount and your share.
- Participant count.
- Status badges: Active, Pending, Disputed, Settled.
Edited Indicator
Transactions that have been edited show a revision count and an amber dot for changes you haven't seen yet. Click the indicator to open the revision history drawer.
Exclude from Analytics
Toggle "exclude from analytics" on any expense to remove it from dashboard totals, budgets, and trend calculations. The transaction stays in your history but doesn't affect your numbers.
When to exclude