> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openfinance.to/llms.txt
> Use this file to discover all available pages before exploring further.

# Transactions

> View, search, filter, and categorize your transactions.

# Transactions

The Transactions page is your central view of all financial activity across every bank account. Search, filter, and categorize transactions to understand your spending.

## Viewing Transactions

Navigate to **Transactions** to see all your transactions in a sortable table. Each transaction shows:

* **Date** -- when the transaction occurred
* **Description** -- the bank's transaction description
* **Amount** -- positive for credits (income), negative for debits (expenses)
* **Balance** -- running balance after the transaction (when available)
* **Category** -- the assigned category
* **Bank / Account** -- which bank account the transaction belongs to

## Searching and Filtering

Use the filter bar at the top of the page to narrow down transactions:

| Filter         | Options                                                    |
| -------------- | ---------------------------------------------------------- |
| **Search**     | Free text search on transaction descriptions               |
| **Date range** | Today, 7 days, 30 days, 90 days, custom range, or all time |
| **Account**    | Filter by specific bank account                            |
| **Statement**  | Filter by a specific statement period                      |
| **Category**   | Filter by transaction category                             |
| **Type**       | Credit (income) or Debit (expense)                         |

Filters are persisted in the URL, so you can bookmark or share filtered views.

## Categories

OpenFinance uses the following transaction categories:

| Category              | Description                                              |
| --------------------- | -------------------------------------------------------- |
| **Expense**           | Business expenses -- supplies, services, rent, utilities |
| **Income**            | Revenue, sales, customer payments                        |
| **Owner Pay**         | Withdrawals or payments to the business owner            |
| **Internal Transfer** | Transfers between your own accounts                      |
| **Shareholder Loan**  | Owner lending money to the company                       |
| **Uncategorized**     | Transactions that have not been categorized yet          |

### AI Categorization

When you process a bank statement, transactions are automatically categorized by the AI. You can also trigger batch re-categorization from the Transactions page.

### Manual Categorization

Click on any transaction to change its category. You can also select multiple transactions and apply a category in bulk.

## Sorting

Click on any column header to sort by that field. Click again to reverse the sort order. You can sort by:

* Date
* Description
* Amount
* Balance
* Category

## Transaction Types

Every transaction has a type:

* **Credit** -- money coming in (positive amount)
* **Debit** -- money going out (negative amount)