Skip to main content

Add and edit transactions

Create complete expense or income entries with accounts, categories, notes, labels, recurrence, and attachments.

Tap the center + button from any primary tab. The full-screen editor keeps the core amount action fast while making advanced metadata available when you need it.

Salli transaction editor with amount, expense and income choice, category, and transaction details

Required information​

  • Direction: Expense or Income.
  • Amount: stored as integer minor units to avoid floating-point money errors.
  • Merchant or payer: a display name used for search and local categorization.
  • Account: Cash or an enabled wallet.
  • Category: one of Salli's built-ins or a custom expense/income category.
  • Date and time: defaults to now and can be changed.

Optional details​

  • note;
  • one or more labels;
  • local receipt or other attachment;
  • repeat-payment settings;
  • future due date for a planned payment; and
  • merchant selection from the local catalog.

Merchant autocomplete​

As you type, Salli searches confirmed merchant history and the local Sri Lankan corpus. Selecting a suggestion keeps spelling consistent, which improves filters and future categorization.

Categories and learning​

When you change a guessed category, Salli may offer Always. Accepting it creates a local merchant rule that overrides future bundled guesses. The built-in safety filters still run before categorization.

Labels​

Type a label name and choose an existing suggestion or create a new label. Labels intentionally cross accounts and categories—for example work, holiday, or medical claim.

Edit an existing entry​

Open Activity → transaction → Edit. The editor uses the same fields and preserves source evidence. Saving updates Home, budgets, goals, recurring detection, and reports immediately.