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The Transactions feature is the core of SenticMoney, allowing you to track all money coming in and going out of your accounts.
Transactions in SenticMoney represent the movement of money in and out of your accounts:
Consistently recording transactions provides numerous benefits:
You can access the Transactions page in two ways:
The Transactions home page offers several options organized by function:
Select multiple transactions using the checkboxes, then use the floating action bar to:
After uploading receipts or bills, use the AI chatbot to ask detailed questions:
Grocery Receipts:
Utility Bills: NEW v3.3
Used to record money spent:
Used to record money received:
When adding a transaction, SenticMoney can suggest relevant tags:
For the most accurate financial picture, add transactions as soon as possible after they occur. Consider setting a daily reminder to record new transactions.
The main Transactions page displays your transactions in a list format with the following information:
SenticMoney offers several ways to view your transactions:
You can filter transactions directly on the main page:
For more specific filtering, use the Search Transactions feature:
To modify an existing transaction:
Delete a single transaction:
Delete multiple transactions at once:
Use the "Select All" checkbox in the table header to quickly select all visible transactions. If you've filtered by Income or Expense, only visible rows will be selected.
Deleting transactions will permanently remove them from your records and adjust your account balance. This action cannot be undone.
For similar or recurring transactions:
To identify and manage duplicate transactions:
Archiving allows you to move older transactions (like previous years) out of your active view while keeping them fully accessible for reference and reporting.
There are two ways to view archived transactions:
The Quick Links bar shows:
This keeps the navigation compact while giving you easy access to historical data.
Archive at year-end to keep your active transaction list manageable. You can still search, filter, and run reports on archived transactions anytime.
Archived transactions are excluded from the dashboard running balance calculation, but are included when you view them via Quick Links or the Show Archived toggle.
Instead of entering transactions manually, you can import them:
For best categorization results, consistently use the same import format (CSV/Excel or OFX).
Merchant names appear differently in different formats. For example, "ALBERTSONS" in a CSV file might appear as "Card Purchase #569873 ALBERTSONS #0067" in an OFX file.
Your category mappings work best when they match the format of your imported transactions. If you start with CSV/Excel imports and create your category mappings based on those merchant names, you should continue using CSV/Excel imports for consistent categorization.
We recommend using Excel (XLSX) files instead of CSV when possible for more reliable imports. CSV files can have issues with:
If your bank only provides CSV exports, consider opening the file and saving it as XLSX format before importing.
Track itemized grocery purchases by uploading receipts. The app supports three methods:
100% Accurate - Recommended
100% Accurate - Recommended
Fast & Accurate
When you upload a receipt photo, the image is sent to Google's Gemini AI for processing. Here's what happens:
Email (.eml) and text (.txt) receipts are processed entirely on your computer with no cloud services.
Receipts attach to existing transactions - they don't create new ones. First import your bank statement or add a transaction, then upload receipts to add itemized detail to those transactions.
Automatically categorize imported transactions with keyword-based rules:
Bank statements often format merchant names differently. For category mappings to work correctly, you must create a mapping for each variation of a merchant name that appears in your imports.
Example - Walmart variations:
All four mappings are needed to catch all Walmart transactions.
Tip for long descriptions: When a description looks like "ALBERTSONS #0067 ALBERTSONS #0067", you often only need to map the core name "ALBERTSONS" — the system will match it if the keyword appears anywhere in the description.
Building a complete set of mappings takes time. As you import statements, review uncategorized transactions and add new mappings for any merchant variations you discover.
You can map to specific subcategories for more granular auto-categorization:
Create your mappings based on how merchant names appear in your primary import format. If you mainly use CSV/Excel imports, base your mappings on those merchant names. If you mainly use OFX imports, create mappings that match the OFX merchant naming format.
After your first import, your column mappings are saved for future imports from the same account. This will make subsequent imports much faster.
The Transactions page provides a summary of your financial activity:
For a more detailed analysis by month:
When using the transaction search feature, results include:
Use the Monthly Summary feature to compare month-to-month patterns and identify seasonal spending variations. This helps with budgeting for future expenses.
Track itemized charges from utility bills (Electric, Water, Sewer, Waste) the same way you track grocery items from receipts.
Electric:
Water:
Other:
Ask the AI chatbot:
Bills attach to existing transactions - they don't create new ones. First import your bank statement, then upload bills to add itemized detail to those transactions.
Establish a quick daily process (2-3 minutes):
Set aside 10-15 minutes weekly to:
Dedicate 20-30 minutes at month-end to:
The most financially successful users spend 5-10 minutes each day reviewing and categorizing their recent transactions, making financial awareness a daily habit rather than a monthly chore.