Transactions
The Transactions page is a cash-flow log — income coming in, expenses going out. It is deliberately separate from the asset and liability balances on the Summary dashboard.
This section is not a budgeting tool. There are no envelopes, no target amounts, no "you spent 75% of your groceries budget this month" warnings. It is a simple income/expense log with monthly and yearly views.
Asset transactions vs. income/expense transactions
The word "transaction" means two different things in Finance Hero. Make sure you know which one you are using:
| Asset transaction | Income/expense transaction |
|---|---|
| Lives inside a unit-based asset | Lives on the Transactions page |
| Buy or Sell | Income or Expense |
| Changes quantity held | Changes your cash flow record |
| Directly moves net worth | Does not move net worth by itself |
Everything below refers to income/expense transactions on the Transactions page.
Adding a transaction
- Go to Transactions.
- Pick a month and year at the top (defaults to the current month).
- Click Add transaction.
- Fill in:
| Field | Required | Notes |
|---|---|---|
| Type | Yes | Income or Expense |
| Name | Yes | Description — e.g. "Salary", "Groceries — Żabka" |
| Category | Yes | Separate taxonomy from assets and liabilities |
| Amount | Yes | Must be greater than zero |
| Date | Yes | Defaults to today |
| Recurring | No | If ticked, requires a frequency |
| Frequency | If recurring | Daily / Weekly / Monthly / Yearly |
- Save.
The three tabs
The Transactions page has three tabs.
Expenses
Lists all expenses for the selected month, grouped by category. Within each category, sorted by date — newest first. Categories appear in creation order.
Income
Same layout as Expenses, but filtered to income rows.
Analysis
A bar chart of year-to-date income and expenses, month by month. Click a month on the chart to jump that month into focus in the Expenses / Income tabs.
Recurring transactions
Ticking Recurring with a frequency marks the transaction as a recurring template. The app uses this to repeat the entry in future months — useful for fixed items like salary, rent, or a subscription fee.
The UI for managing recurring templates is limited in this first version; editing a single recurring instance is supported, but full template management (e.g. "end this recurrence after 12 months") may need to be done by deleting and recreating.
Why this is separate from net worth
Finance Hero is a balance-sheet tool first. Cash flow (income and expenses) is interesting in its own right, but it is not the same thing as net worth:
- Receiving a salary and putting it in your checking account shows up on the Summary dashboard as a higher bank-account balance. Adding an income transaction on top of that would double-count.
- Paying for groceries from your checking account shows up as a lower balance. Adding an expense transaction on top would, again, double-count.
So: the Transactions section is there when you want a separate record of flows (for planning, reporting, or personal curiosity), but the Summary dashboard draws its numbers from balances, not from flows.