Named items, live total
Add at least two items, each with a name and an amount. The total updates as you type, and Save stays off until the total is above zero.
Transaction Breakdown
Keep the detail without the clutter. Break one transaction into named items, or merge several small ones into one, and your balances, budgets and dashboard still see a single, normal transaction.
What the amount was made of
A breakdown divides a transaction's amount into named items. Everything else stays single: one account, one category, one date, one currency, one locked exchange rate and one commission. The amount is simply the sum of the items.
In practice
A 50 grocery run, itemised
Fruits 20, coffee 10, tomatoes 20. Your budget, your balance and your dashboard all see one 50 expense in Groceries; the transaction card shows a badge with the item count.
Discounts as negative items
Flip the "−" toggle on any item to subtract it, so a coupon or a discount sits right next to what it applied to.
Merge many into one
Tick 2 to 50 transactions with the same type, account, category and status, and merge them into one breakdown. Each becomes an item; balances do not change.
Works on every transaction type
Expenses, income and transfers can all carry a breakdown. On a transfer the items sit on the sending side, in the sending account's currency, and the received amount works exactly as it always does.
Merge in four steps
- Tick the transactions in the Transactions list.
- Choose Merge in the bulk action bar.
- Pick which transaction to keep, check the item names, date and tags.
- Confirm. The others are removed and their amounts become items.
Where breakdown is not available
Recurring series and their occurrences, debt installments, settlements and imported transactions stay single. A refund carries the total only.
FAQ
Does a breakdown change my balance or budget?
No. Items describe what the amount was made of. Balances, budgets, the dashboard and summaries all see one normal transaction for the total.
Can items have different categories or currencies?
No. A breakdown keeps one category and one currency. Every item is in the transaction's currency.
Can Rasa AI create a breakdown?
Yes. Tell it something like "Groceries from my main account: fruits 20, coffee 10, tomatoes 20". It drafts the transaction with its items and total, and nothing is saved until you confirm.
What happens if I go back to Basic?
Nothing is deleted. Existing breakdown items become read-only; you can still edit the date, category, account and note, or delete the transaction. Upgrade again and full editing returns.
Is the breakdown in my data export?
Yes. The export has a Breakdown column listing each item and its amount. Data export is a Pro feature.
More features
Accounts
Accounts & Balances
Learn more →Dashboard
Dashboard & Net Worth
Learn more →Budgets
Smart Budget Engine
Learn more →All features