Transactions Screen

The Transaction Screen allows you to view all income and expense transactions recorded in the Finanzy app. When you open the Transactions page, you will see a screen similar to the one shown in the visual.

• Default View
  • The screen displays transactions for the current month by default.
  • The header (marked as 1 in the visual) indicates the date range of the transactions being shown.
• Filtering Transactions
  • To view transactions for different date ranges or types, tap the filter button (marked as 2 in the visual). This will open a filtering menu.
  • In the filtering menu, you can apply:
    • Date Filters: Select a custom date range using the calendar. You can choose a maximum range of 12 months.
    • Type Filters: Filter transactions by their type (e.g., Income or Expense).
• Transaction Totals
  • The total value of all listed transactions is displayed at the bottom-right corner of the page.
  • Total amounts are color-coded for clarity:
    • Green: Indicates a positive total (income exceeds expenses).
    • Red: Indicates a negative total (expenses exceed income).
• Deleting a Transaction
  • To delete a transaction, hold and swipe the transaction to the right.
  • After confirming the action on the confirmation screen, the transaction will be deleted.
• Editing a Transaction
  • To edit a transaction, hold and swipe the transaction to the left.
  • This will open the Transaction Edit Screen, where you can modify the transaction details.
  • Note: Only the fields other than Transaction Type and Transaction Category can be edited. These two fields are locked for editing to maintain data accuracy.
• Viewing Transaction Details
  • To view additional details of a transaction (e.g., notes or other information), tap on the transaction.
  • A small popup window will appear, showing the transaction details.

The Transaction Screen is designed to provide a comprehensive view of your financial activity, along with easy-to-use tools for filtering, editing, and managing your transactions.