Transactions Overview

Transactions are where Common Cents records what actually happened. They update account balances, category activity, refund history, debt payment history, and the month-to-month picture you see elsewhere in the app.

Most transaction work happens in one of two places:

• the All Transactions page, where you search, filter, sort, and review activity across accounts
• the Add Transaction form, where you enter new activity or edit an existing row

When you open All Transactions, the page gives you a few important controls right away:

• a Search field for payees, notes, categories, labels, and account names
• a Type filter for transaction types such as normal, transfer, gain, loss, and interest
• From and To date filters
• an Accounts dropdown with All Accounts plus individual account checkboxes
• a Future toggle to show future-month-dated transactions when that filter is available
  • Future transactions are transactions dated into a future month from the current month

The table itself is built for review work:

• the column headers are sortable
• the common columns are Date, Account, Type, Payee, Category, Label, Note, and Amount
• each row has a Related Actions menu for things like Edit and Start a Refund
• the footer includes Rows, Previous, and Next controls for pagination

If you arrive from a payee page, label page, or a Combo Palette search, the title changes to match that filter and the header gives you a contextual back button. Filtered views can also show View All Transactions so you can jump back to the full list.

In this section #

• Add, Edit, and Delete Transactions
• Transfers
• Splits
• Bulk Entry