Managing Transactions

Complete guide to adding, viewing, editing, and organizing your transactions in WhatsCash AI.

Adding Transactions

Manual Transaction Entry

Learn how to add transactions using the web interface with detailed form fields and validation.

Transaction Form Fields

• Title and description
• Amount and currency
• Date selection
• Account selection
• Category assignment

Viewing Transactions

Transaction List Interface

• Desktop table view
• Mobile card view
• Responsive design features

Filtering and Search

• Search by title or description
• Filter by transaction type
• Date range filtering
• Amount range filtering

Editing Transactions

Modifying Transaction Details

How to update transaction information while maintaining data integrity.

Bulk Operations

Managing multiple transactions efficiently.

Deleting Transactions

Safe Deletion Process

Understanding balance impacts and confirmation workflows.

Data Recovery

What happens when transactions are deleted and recovery options.