Transactions

Open the Transactions tab. The header shows income, expenses and net for the range you pick.

Find a transaction

• The search box matches merchant and description.
• Date chips: All, 7D, 30D, 90D, 1Y, YTD.
• Advanced Filters add an amount range, custom dates, an account and a category.

Edit one

Tap a transaction to open its details. From there you can:

• Edit Category (or tap the category chip directly)
• rename it, add notes and tags
• Split it across categories
• Delete Transaction

On a computer, right-click a row for the same menu.

Split a purchase

For a Target run that was half groceries and half household, open the transaction and tap Split. Add a line per category with Add Split, or Distribute Evenly. Unsplit Transaction puts it back.

Add cash or anything your bank missed

Tap Add to open “Add transaction”. Choose Expense or Income, the amount, the category, and an account; pick Cash (no account) for cash. Notes are optional.

Transfers

Moving money between your own accounts isn’t spending. When Buoy spots likely transfers it shows a banner like “3 possible transfers counted as spending”. Open it and choose Mark as transfer or Not a transfer for each. Confirmed transfers move to the Transfer category and drop out of your spending totals.