Transactions

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Transactions

How to use the command palette in Finplan?

Learn how to open the Finplan command palette with Ctrl+K and use shortcuts to record expenses, income, cards and goals quickly.

Transactions

How to mark a credit card purchase as recurring in Finplan?

Learn how to mark a purchase as recurring on a credit card in Finplan, see how to edit and delete it and which frequency is available.

Transactions

How do pending transactions work in Finplan?

Understand what pending transactions are in Finplan, where to find them, and how to edit or confirm entries that are awaiting validation.

Transactions

How to make entries in another currency in Finplan?

Learn how to record entries, such as income and expenses, in another currency in Finplan.

Transactions

How to record income, expenses, and transfers in Finplan?

Understand how to record income, expenses, and transfers in Finplan in a practical way to make financial control easier.

Transactions

How to categorize expenses or income in Finplan?

Learn how to categorize expenses or income in Finplan. Transactions alone are not an easy task to manage unless you categorize them efficiently.

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