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Find a transaction by period, category or tag

In Tetri, the history shows transactions with categories, tags and attachments. You can pick the period, wallet or budget with filters, and set a category with a category word.

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A row shows the name, the date, the category and the amount in the transaction currency. Click a row to open the transaction with its note, tags and attachments.

History filters

Period, wallet, category, tag, currency, budget and goal. The chosen filters stay visible at the top, and you can clear all of them at once.

A category from a word in the description

You can add the word "Coffee shop" to the category Coffee: every transaction with it in the description gets that category. Category words are available on all plans.

Split one transaction across categories

Split a supermarket receipt into groceries and household goods. Each part goes to its own category.

Categories, tags and attachments

  • 12 groups and 60 categories

    A ready set to start with. You can merge categories, move them to another group or archive them.

  • Tags

    You can add a tag on top of a category, for example "work" or "vacation", and filter the history by tag.

  • Notes and attachments

    Add a note and a file, such as a receipt, to a transaction.

  • Budget balance in a transaction

    The transaction card shows how much is left in the budget of its category.

  • Rules

    If category words are not enough, an automation rule can set the category by amount, wallet or currency.

Questions about categories and history

Related sections

Put the history in order

Upload a statement and set categories with category words.

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