Transactions
Expenses, income, transfers, statuses, refunds, and how spending lands in a budget.
Guides
What transactions do
Every dollar (or euro, or whatever currency you use) that moves through Rasa Money starts life as a transaction. There are three kinds: an…
Filling out the transaction form
Start by choosing what kind of transaction this is — Expense, Income, or Transfer (you can't change this after saving, so pick carefully).…
Getting the most out of your Transactions list
Your transaction list can be viewed a couple of different ways — grouped by date (with a running daily total shown for each day) or as a…
Changing many transactions at once
On Pro, switch on Bulk action, tick the rows you want, or select everything that matches your filters, then change or delete them in one go.
Breaking a transaction into items (Transaction Breakdown)
On Pro, break one transaction into named items (Transaction Breakdown) — fruit, coffee, a discount — while it stays a single transaction for your balances and budgets.
Merging transactions into one
On Pro, combine 2 to 50 similar transactions into one breakdown transaction without changing a single balance.
Understanding what each transaction status means
Completed simply means it happened and is fully counted everywhere — your balance, your budgets, your summaries. Pending means you've…
Sending money between two different currencies
Record a transfer between accounts in different currencies with a suggested live rate, optional manual amounts, and control over whether a future conversion stays locked.
Watching your spending land in the right budget automatically
You'll never need to manually pick which budget an expense belongs to — Rasa Money figures that out for you the moment you save it, by…
Reversing a transaction with a refund
Made a purchase that later got refunded? Open that transaction and choose Create refund from its actions. This adds a brand-new, linked…
Quickly re-entering a similar transaction
If you're recording something similar to a transaction you already have — the same coffee shop, the same kind of purchase — use Clone…
Narrowing down a long transaction list
When your list gets long, lean on the filters bar: account, category, budget, debt, status, type, or a specific date range. Turn on Group…
Putting a payment toward one of your debts
Turn on Assign to Debt while recording an expense, and choose which debt it should count against (it needs to be in the same currency).…
Still stuck?
Write to support with what you tried — a human replies.
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