Transactions
Transactions are the core data entity in Financer. They represent individual financial events - money coming in, going out, or moving between accounts.
Transaction Types
| Type | Description |
|---|---|
| Income | Money received (e.g., salary, refund, investment return) |
| Expense | Money spent (e.g., groceries, rent, subscription) |
| Transfer | Money moved between accounts within the same household |
Transaction Properties
| Property | Description |
|---|---|
| Type | Income, Expense, or Transfer |
| Amount | The monetary value of the transaction |
| Value Date | The date the transaction occurred |
| Name | Short title for the transaction |
| Description | Optional longer description or notes |
| Account | The account this transaction belongs to |
| Category | Optional category for classification |
| Tags | Optional tags for additional labeling |
| Counterparty | Optional counterparty (who you transacted with) |
| Attachments | Optional file attachments (receipts, invoices, etc.) |
Working with Transactions
Creating a Transaction
Members, Admins, and Owners can create transactions:
- Navigate to the Transactions section
- Click "Create Transaction"
- Select the type (Income, Expense, or Transfer)
- Fill in the amount, date, and other details
- Optionally assign a category, tags, and counterparty
Filtering and Searching
The transaction list supports filtering by:
- Account
- Transaction type
- Category
- Date range
- Tags
- Counterparty
Attachments
You can attach files to transactions, such as receipts, invoices, or bank statements. This provides a paper trail for your financial records.
Attachments are stored on the server's filesystem in the data/ directory and linked to the transaction in the database.
Transfers
A transfer is a special transaction type that represents money moving between two accounts in the same household. Transfers are marked with an isTransfer flag and do not affect the household's overall balance (since money is just moving internally).
Relationship to Other Entities
- Account: Every transaction belongs to one account
- Category: A transaction can optionally have one category
- Tags: A transaction can have multiple tags (many-to-many relationship)
- Counterparty: A transaction can optionally reference one counterparty
- Import Job: If the transaction was created via CSV import, it references the import job