Transactions
The Transactions view is designed for fast tagging. Press u to show only untagged transactions, then use number keys to apply tags from the suggestions sidebar.
Core Workflow
Section titled “Core Workflow”- Press
uto filter to untagged transactions - The sidebar shows tag suggestions (pinned tags first, then AI suggestions)
- Press
1-9to apply a suggested tag - Press
nto jump to the next untagged transaction - Repeat until done
The header shows your progress: “12 / 847 tagged”.
Multi-Select
Section titled “Multi-Select”Select multiple transactions to tag them all at once:
- Press
Spaceto select and move down (orxto select without moving) - Press a number key to apply a tag to all selected
- Press
Escapeto clear selection
Selection stats appear at the bottom: count, sum, average, min, max.
Inline Tag Editor
Section titled “Inline Tag Editor”Press t to type tags directly. Separate multiple tags with commas. Tab completion works for existing tags.
Split Transactions
Section titled “Split Transactions”Right-click a transaction and select Split to divide it across multiple tags with different amounts. Useful for receipts that span categories.
Creating Rules
Section titled “Creating Rules”After tagging 3+ similar transactions, a toast prompts you to save as a rule. Or press Shift+R on any transaction to create a rule from its pattern.