# Transactions: review, categorise, split, copy, remove

> Every line that moves money in or out of a bank, card or cash account, in one list. Categorise straight on the list, split across categories, copy one that repeats, and tick it reviewed.

Category: Accounting · Web page: https://bookalyze.com/guides/transactions

## The list

**Where in Bookalyze:** Accounting → Transactions

- Filter by account (its balance shows), category, money in or out, transfers, reviewed or not, and search.
- On a wide screen, click a date, description or amount to change it, and pick the account or category from a dropdown. Enter saves; Escape cancels.
- On a phone, tap a row to open it.
- The **…** menu: edit, **Copy as a new transaction**, see the journal entry, **Make a rule**, **Remove**.

## Add one

- **Income**, **Expense** or **Transfer** between your accounts.
- Split an amount across several categories. A negative split goes the other way, such as fees taken out of a payout.
- Add a customer or vendor, or a new one on the spot.
- Typing a category that doesn't exist offers **Add as a new category**.
- Money back on something you bought: pick the expense under "Return on an expense" and it lowers that expense.

> **Tip:** An account in another currency asks for the exchange rate, filled in for the day. A transfer between currencies asks for the amount sent and the amount received.

## Editing is safe

Your books keep a full history. Changing a transaction reverses the old entry and posts the corrected one; removing reverses it. The review tick and receipts carry over. Transactions in a closed period or a finished reconciliation are read-only.

## "Account not chosen"

Imported lines with no bank or card (Wave's "Unknown Account") are highlighted with **Choose account**. A banner counts them, with **Show only these**.

## What you should see

What you should see:
- [ ] Every transaction either ticked reviewed or still to look at
- [ ] No uncategorised lines left at month end
- [ ] A paperclip on transactions that have receipts

## Related guides

- [Bank rules: categorise the routine automatically](https://bookalyze.com/guides/bank-rules.md): A rule puts every bank line whose description contains some words into a category, as it arrives. Bookalyze also suggests rules for payees you keep categorising the same way.
- [Receipts: upload, email in, attach](https://bookalyze.com/guides/receipts.md): Drop receipts into the inbox, or email them to your company's receipts address, then attach each to its transaction. PDFs and photos up to 20 MB.
- [Possible duplicates and transfers between your accounts](https://bookalyze.com/guides/duplicates-and-transfers.md): A bank line that looks like a transaction already in your books is flagged, never merged on its own. Money out of one of your accounts and into another is suggested as a transfer.
- [Journal entries](https://bookalyze.com/guides/journal-entries.md): For anything that isn't money in or out of a bank: depreciation, accruals, corrections. Debits and credits with a live balance check; entries can mix currencies.