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Transactions
Transactions are the heart of Extrack. This section covers the three kinds (Expense / Income / Transfer), splits with people, the unified lending pattern, editing and deleting, filtering and the double-entry ledger under the hood. Start with "How to add an expense" if you are new.
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How to add an expense in Extrack
Record a one-off expense from any of your accounts in under ten seconds.
How to add income in Extrack
Record salary, freelance payouts, gifts or refunds into any account.
How to record a transfer between your accounts
Move money between your own accounts without it counting as spending.
How to split an expense with people (Splitwise-style)
Add people, set up split, allocate via 4 modes. IOUs post to per-person Lent accounts.
How to track lending (lend money + record a repayment)
Lend = Expense + person + split. Repayment = Income + person + settle-split. Same modal.
How to edit a transaction
Tap the pencil action on the row. Same modal, prefilled.
How to delete a transaction
Tap Trash on a row, or check rows and use the bulk bar at the bottom.
How to filter transactions in the ledger
Six preset chips under "View" + an advanced filter builder for compound queries.
How to tag people on a transaction
Type comma-separated names in the People field. Directory entries auto-create.
How to categorise a transaction
Multi-select field with quick-pick chips. Inline-create supported.
How to track credit-card purchases
Card purchases = Expense from the card. Bill payment = Transfer from bank to card.
Expense vs Income vs Transfer — what is the difference?
Three kinds, three different impacts on your budget and Reports.
Why does my split show as multiple rows?
One stored transaction, one displayed row per allocation. By design.
How Extrack's double-entry ledger works
Every transaction touches two accounts. The form hides the terminology.
Related topics
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