Overview
Transactions are the core of VaultSio. Every expense or income you record becomes part of your financial picture — feeding your budgets, analytics, and savings rate. This guide walks you through logging your first one.
Steps to Add a Transaction
Tap the + (Add) button
On the Overview screen, tap the large purple + button in the centre of the bottom navigation bar to open the Add Transaction screen.
Choose Income or Expense
Toggle between Expense and Income at the top of the form. Expenses reduce your balance; income adds to it.
Enter the amount
Type the transaction amount using the on-screen keypad. The currency shown matches the account you've selected.
Pick a category
Select from built-in categories (e.g. Food, Transport, Salary) or choose a custom category you've created. The category drives your budget tracking and analytics charts.
Select an account
Choose which account this transaction belongs to — for example, "Cash", "Checking", or a savings account. If you only have one account it is pre-selected.
Add a note and date (optional)
Write a short description (e.g. "Grocery run") and confirm or change the date. By default today's date is used.
Tap Save
Tap the Save button. The transaction is stored instantly and your Overview balance, budgets, and analytics update in real time.
💡 Tip: Transactions sync across all your devices automatically via Firebase. Log on your phone and see it instantly on your tablet.
Editing or Deleting a Transaction
Go to the Transactions tab, find the entry, and tap it to open the detail view. Use the edit icon to modify fields, or the delete button to remove it entirely.