5. Transactions
Transactions Overview
Review posted and scheduled activity, use the current filter workspace, and enter or manage transactions.
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.
The Transactions page has two views:
- All Transactions is the posted-activity ledger. Use it to review, filter, sort, export, and edit transactions across accounts.
- Scheduled Transactions is the forecast-review list for pending and resolved scheduled occurrences. Its badge shows how many pending occurrences are past due and need attention.
Use Add Transaction or Transfer from the page header to record live activity. When Scheduled Transactions is enabled, its tab also offers Add Scheduled Transaction for an individual forecast occurrence and Manage Schedule Rules for recurring schedules.
If you are bringing in years of older records, open Import Center and use Import History instead of entering each row by hand. Historical import can add reporting-only history for reports and transaction searches, or it can create full ledger transactions that affect balances and budget history.
Filter and review All Transactions #
The All Transactions controls start with a balance card, a search field, and a Filters menu. Search covers payees, notes, categories, labels, and account names. The filter menu can include:
- Accounts to choose the accounts in scope
- Payees, Categories, and, when enabled, Labels; each pane has its own search and multi-select list
- Type for normal activity, transfers, gains, losses, interest, and other available transaction types
- Future under Type when Scheduled Transactions is enabled, to include future pending scheduled occurrences in the ledger view
- Date with From and To fields
The month picker in the app header is a quick way to set the Date fields while you are on All Transactions. Click a month to view that full calendar month; Shift-click another month to review the inclusive range between them. A future period also turns on the Future type filter so its pending scheduled occurrences are included. Click an already selected single month, or use Clear Filters, to return to all transactions.
The balance card changes to Filtered Balance when a filter is active. Use Clear Filters to reset the local filters, or Export Filtered to copy or export the visible result set.
The table itself is built for review work:
- column headers are sortable
- common columns are Date, Account, Type, Payee, Category, Label, Note, and Amount, with columns adapting to the account context and enabled features
- the Type column shows one clear label per row, so refunds appear as Refund rather than as Normal plus a second badge
- each row has a Related Actions menu for things like Edit, Start a Refund, and, when applicable, View Refunds
- 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 All Transactions title changes to match that filter. Use Clear Filters to return to the full transaction list.
Review Scheduled Transactions #
The Scheduled Transactions tab keeps forecast occurrences separate from posted activity. Its controls include a Total Balance or Filtered Balance, search, Filters, Clear Filters, and Export Filtered. The filter panes include Status, Accounts, Payees, Categories, Type, and Date.
When a pending occurrence is past due, Needs Attention is selected by default. Change the Status filter to include Pending, Matched, or Skipped occurrences when you need a broader review. The table shows the scheduled date, account, type, payee, category, amount, funding budget month, and status.
For a pending occurrence, use the row controls to Match, Edit, or Skip it. Matched occurrences can be Unmatched; skipped ones can be Reopened. Scheduled occurrences remain forecasts until they are matched or otherwise resolved through the normal transaction workflow.