Help Record transactions

Record transactions

Every purchase, paycheque, transfer, or payment is a transaction. Categorise it to the envelope from Assign that should pay for it so Available stays honest.

Transactions — add and categorise spending quickly.
  • On a desktop, use the inline add row at the top of the register — date, payee, amount, envelope, done.
  • On a phone, use Add for a form sized for a small screen.
  • Split a transaction across envelopes when one receipt covers more than one job (for example groceries and household).
  • Transfers move money between your own accounts without changing how much you have overall.

DollarWarden does not connect to your bank. You enter transactions yourself, or import them from a file when that is easier.