Items

An item is a thing you buy. Attaching an item to your transactions tells you at a glance what your money goes to.

TL;DR

Items are optional labels you attach to transactions. Open More then Items to see the full list. Tap any item to see its transaction history and its monthly charts, including your biggest single buy in each month. You can add, edit, or archive items from that list. When adding a transaction, the item picker lets you search and select from your known items, or create a new one on the spot.

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How items work

A transaction's name and its item are two separate things. The name is free text describing the transaction, like "Weekly shop". The item is an optional link to a thing in your items list, like "Milk". Typing a name never creates an item on its own. An item is only attached when you pick one.

To attach an item, open the transaction form and tap the item field below the amount. The picker opens with a search bar at the top and your known items below. Tap one to attach it. If nothing matches what you type, the empty state offers to create that item for you right there. The "+" button opens the full editor so you can set a description, icon, and color before saving.

Picking an item also fills in blank fields for you. If you set defaults on the item (account, envelope, amount, tags, payee), the form copies them into any fields you left empty. It never changes what you already typed. Fields with no stored default fall back to your most recent transaction with that item, and the amount it copies is that item's own share of the transaction. If you bought milk as part of a bigger shop split across three envelopes, the amount is the milk row, not the whole shop total.

Each split row has its own item picker, and it works the same way with one difference: instead of filling straight away, it asks you first. Answer yes and it fills that row's envelope, amount, tags, and payee. The tags and payee come from the item's own defaults or from the row that item sat on last time, never from the transaction as a whole, because the transaction's tags describe the whole purchase. Nothing else on the form moves, and your total stays exactly what you entered. If that row already has everything filled in, there is nothing to ask about, so the item just attaches.

For example, you record a transaction named "Weekly shop" and attach the "Milk" item. Later, opening the "Milk" item shows every transaction you ever linked to it, no matter what each one was named.

Split transactions can carry different items per split. For example, one shop split into "Milk" and "Bread" shows under each item's history.

The items list

Open More then Items to see every item in your budget. Each row shows the item's icon and name, plus its description underneath when it has one. Archived items carry an ARCHIVED label next to the name.

Tap any item to open its details.

Item details

The item details page shows:

• A monthly spending chart covering the last 12 months, with three projected months at the end
• A biggest single buy chart, one bar per month for the last 12 months (Plus)
• A spending outlook chart showing the daily trend and projection for that item (Plus)
• A list of every transaction with that item, sorted by date
• The total spent or received over time

Both charts update as you go. Add or edit a transaction anywhere in the app, or switch budgets from More, and the item details charts re-read the new numbers when you come back.

The monthly spending chart mixes three kinds of bar in one picture: months you have finished, the month you are in the middle of, and three months the app is forecasting. Tap the ? next to its title and the sheet explains which is which.

This is useful for spotting patterns. For example, opening your "Coffee" item shows how much you spend on it each month and whether your spending is trending up or down.

Biggest single buy

The Biggest single buy chart answers one question: what was the largest single purchase in each month? If March jumps to 4,000 on the monthly spending chart, this one tells you whether that was one 3,200 buy or twenty small ones.

It covers the last 12 calendar months, including the current one. A month with no purchase keeps its place in the chart as an empty bar, so you can see at a glance which months were quiet. If nothing was bought in the whole year, the chart says "No purchases in the last 12 months" instead.

Only real purchases count. A refund, a transfer, and a balance correction never raise a bar, and neither does a split's share of another item. When a purchase is split across two items, each item only counts its own splits, so a 40 shop split into 30 of "Milk" and 10 of "Bread" shows 30 for Milk and 10 for Bread.

Not sure what a bar means? Tap the ? next to the chart title and the same rules show up in a short explanation.

This chart is part of the Plus plan. On the Free plan you still see its title with a PLUS badge, so you know it exists, and one button takes you to the plans page.

Adding and editing items

You can add an item manually from the items list. Tap Add, give it a name, and save. This is handy if you want to set up an item before recording a transaction with it.

The editor also has a Defaults section. Set the account, envelope, amount, tags, or payee you use most often with this item. Next time you pick the item in Quick Add or the transaction form, those values fill the empty fields for you. Leave a default blank to fall back to your most recent transaction with that item instead.

Adding a transaction from an item's details page fills the same defaults automatically. To turn the automatic fill off, open Preferences then Transactions and switch off Auto-fill from items. Picking an item still attaches it, but no fields fill in.

To edit, tap an item row then choose Edit. You can rename the item or archive it.

Archiving items

Archiving an item removes it from the active list without deleting any transactions. Archived items still show up in old transactions but do not appear in the item picker when adding new transactions.

To archive, open the item details and choose Archive. To unarchive, turn on Show archived in the items list and tap the item to restore it.

The item picker

When you add or edit a transaction, tapping the item field opens the item picker. This shows your known items with a search bar at the top. Start typing and the list filters to matching names. Tap an item to select it; the row highlights and its icon turns into a check. If nothing matches, the screen offers to create the item from what you typed. The "+" button opens the full editor instead, so you can set a description, icon, and color up front.

Some pickers also offer a No item row at the top, for when you want to clear the item on a transaction that already has one.

Summary

What you see	What it means
More then Items	Opens the full item list
Item row with icon and name	A thing you buy
Tap an item	Opens details with transaction history and monthly charts
Add	Create an item manually before recording a transaction
Archive	Hides the item from the picker without deleting transactions
Item picker in Add Transaction	Search and select from your known items
Defaults on the item editor	Fill empty fields when you pick the item; typed values stay
Auto-fill from items in Preferences then Transactions	Turn the automatic fill off or on
Monthly spending chart	What the item cost each month over the last 12, plus three projected months
Biggest single buy chart (Plus)	The largest single purchase in each of the last 12 months
Spending outlook chart (Plus)	Daily trend and projection for that item

Sample use cases

• How much do I spend on coffee? Open More then Items, find the coffee item, and tap it. The details page shows every transaction plus the monthly spending and biggest single buy charts, so you can see both the trend and the one-off buys behind it.

• Was that spike one big purchase? Open the item and look at the Biggest single buy chart. A tall bar in one month next to empty bars elsewhere tells you it was a single buy, not a habit.

• I want to add an item before my next purchase. Open Items, tap Add, type the name, and save. Next time you add a transaction, it appears in the picker.

• An item name is wrong. Open Items, tap the item, choose Edit, fix the name, and save. Every past transaction with that item updates to the new name.