Transaction types
- Income — Money coming in (salary, freelance, gifts, etc.)
- Expense — Money going out (groceries, bills, entertainment, etc.)
- Transfer — Moving money between your own accounts
Adding a transaction
1
Go to Transactions in the Piggy Bank section
2
Click Add Transaction
3
Choose the type (income, expense, or transfer)
4
Select the account, enter the amount, and pick a category
5
Add a date and optional description
Recurring transactions
For regular income or bills, toggle Recurring when creating a transaction. You can set daily, weekly, monthly, or yearly schedules. Recurring transactions are automatically generated and show up on your calendar in the Family Planner.
Categories
Transactions are organised into categories (Housing, Food, Transport, etc.) for budgeting and reporting. Each category has a colour and icon for easy visual identification.