Transactions

A transaction is a single entry from a source — a purchase, deposit, transfer, or fee — with a date, description, amount, account, and a category OrbySystems assigns automatically.

What you can do with a transaction

From a transaction's row menu, you can:

• Change its category — see Categories.
• Edit its description — useful when a statement's own text is unhelpful or garbled (for example, a check payment with little printed detail). Correcting it updates everywhere that transaction is shown.
• Exclude it from analysis, without deleting it.
• Split a payment — separate out, for example, the principal portion of a loan payment. See Assets and liabilities.
• Change what it's linked to — connect a payment to a specific asset or liability so it's tracked correctly rather than counted as ordinary spending.
• View its source — jump back to the original file it came from.

Editing a transaction's description or category automatically re-applies categorization and linking, so the fix is reflected consistently rather than just in that one place.