Transactions

Documentation Index

Fetch the complete documentation index at: https://docs.kualia.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Transactions are the record of money moving in and out of your accounts. Every transaction in Kualia is categorized, helping you see exactly where your money goes.

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Transaction Types

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Adding Transactions

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Manual Entry

Create transactions manually with:

• Date - when the transaction occurred
• Account - which account the money came from or went to
• Payee (Merchant) - who you paid or received money from
• Category - which envelope to debit or credit
• Amount - how much
• Notes - optional details
• Status - pending or cleared

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Automatic Import

When you connect your bank, transactions are imported automatically. Imported transactions include:

• Smart merchant matching with logo display
• AI-powered auto-categorization based on your history
• Duplicate detection to avoid double-counting with manual entries

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Review Status

Imported transactions start as Needs Review. This lets you:

• Verify the category is correct
• Split transactions across multiple categories
• Confirm the amount and payee

Once reviewed, mark them as Reviewed to keep your budget clean.

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Split Transactions

A single transaction can be split across multiple categories. For example, a grocery store purchase might include:

• $80 to Groceries
• $15 to Household Items
• $5 to Pet Supplies

Each split (called a movement) has its own category and amount.

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Transfers

When money moves between your own accounts, use a transfer transaction. Kualia links both sides automatically so:

• Your total net worth stays accurate
• Category balances aren’t affected (unless it’s a credit card payment)

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Search & Filtering

Search across all your transactions by payee, category, amount, or notes. Filter by:

• Account
• Category
• Date range
• Status (pending/cleared/reconciled)
• Review status
• Uncategorized transactions