Transactions

Recording a transaction

EzFin supports three types: income, expense, and transfer. The creation flow is the same for all of them.

1. 1 Open Transactions and click New Transaction.
2. 2 Pick the type (income, expense, or transfer).
3. 3 Select the source account and — for transfers — the destination account.
4. 4 Enter amount, date, description, and category.
5. 5 Save. Account balances update automatically.

Transaction types

Income: money coming in (salary, freelance, dividends). Expense: money going out (purchases, bills, food). Transfer: movement between your own accounts — counts as neither income nor expense, just rebalances your funds.

Recurring transactions

Expenses and income that repeat at fixed intervals (rent, salary, subscriptions) can be set up once and the system generates future occurrences automatically. Daily, weekly, monthly, quarterly, and annual intervals are supported.

Importing from your bank (CSV)

If your institution is not available via Open Banking, you can manually import a CSV statement.

1. 1 Export the statement from your bank in CSV format.
2. 2 In Transactions > Import, pick the file and the destination account.
3. 3 Confirm the column mapping (date, amount, description) and review before saving.

Smart categorization

EzFin learns from your habits: when you categorize an Uber ride as "Transport", future Uber transactions will be auto-categorized. You can review and adjust rules in Categories > Auto Mappings.

Editing and deleting

Click any transaction to edit it. Deletion is just as simple — click the trash icon. Note: balances are recomputed automatically after any change.