# Transactions

The Transactions page is your central hub for all expense tracking. Here you can view, filter, and manage all your financial records.

# Personal vs Business

BasedInbox separates your expenses into two main categories:

# Personal Expenses

These are everyday expenses that aren't work-related:

• Groceries and dining
• Personal shopping
• Entertainment
• Home utilities

# Business Expenses

Work-related expenses that may be tax-deductible:

• Office supplies
• Client meetings
• Travel for work
• Professional subscriptions

# Viewing Transactions

# List View

The default view shows transactions in a chronological list with:

• Date and time
• Merchant name
• Category icon
• Amount
• Type indicator (Personal/Business)

# Filtering

Use the filter bar to narrow down transactions:

Filter	Options
Date Range	Today, This Week, This Month, Custom
Type	All, Personal, Business
Category	Select from available categories
Status	Reviewed, Pending, All

# Sorting

Click column headers to sort by:

• Date (newest/oldest)
• Amount (highest/lowest)
• Merchant (A-Z)

# Categories

BasedInbox uses a smart categorization system:

# Default Categories

• 🍔 Food & Dining — Restaurants, groceries, coffee
• 🛒 Shopping — Retail, online purchases
• 🚗 Transport — Fuel, parking, rides
• ✈️ Travel — Flights, hotels, vacation
• 💼 Office — Supplies, equipment, software
• 🏥 Healthcare — Medical, pharmacy
• 🎬 Entertainment — Movies, games, events
• 🏠 Utilities — Bills, subscriptions
• 📚 Education — Courses, books

# Custom Categories

You can create custom categories in Settings to match your specific needs.

# Quick Actions

# Single Transaction

Click any transaction to:

• Edit details
• Change category
• Toggle Personal/Business
• Add notes
• View attached receipt
• Delete

# Bulk Actions

Select multiple transactions using checkboxes:

• Change category for all
• Mark all as personal/business
• Export selected
• Delete selected

# Search

Use the search bar to find transactions by:

• Merchant name
• Description
• Amount (exact or range)
• Notes

# Insights

At the top of the page, you'll see quick insights:

• Total spent this period
• Personal vs Business breakdown
• Top categories by spending
• Trend comparison with previous period

# Exporting

Export your transactions in various formats:

• CSV — For spreadsheets and analysis
• PDF — Formatted reports
• Accounting format — Xero/QuickBooks compatible

# Tips

1. Review regularly — Check new transactions weekly
2. Use tags — Add tags for projects or events
3. Attach receipts — Link receipts to bank transactions
4. Set rules — Create rules for recurring merchants