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How-to

Working in the transaction register in Money by Zaweba

The register in Money by Zaweba lists one account's transactions with a running balance. Add with Ctrl+T, save with Enter, and type dates the way you say them.

Working in the transaction register in Money by Zaweba

Each account in Money by Zaweba has a register, and it's where you'll spend most of your time. It shows one account at a time, with the date, payee, amount, category and memo of every transaction, a cleared or reconciled flag, and a running balance down the side.

Imports fill most of it for you, but the register is where you check, correct and add what a statement doesn't cover, such as cash spending or a payment you want recorded before it clears.

Reading the register

Open an account from the Accounts page on the left and its register appears. Each row is one transaction. The running balance shows what the account held after that row, worked out from the opening balance and everything before it.

The flag column tells you how far a transaction has got. Imported rows arrive marked cleared, ready to reconcile. Once you've ticked a row off against a statement in the reconcile wizard, it's reconciled. A hand-typed row that hasn't been through either is simply entered.

Adding a transaction

Press Ctrl+T for a new transaction. Type the date, payee, amount and category, and a memo if it helps. Enter saves it and Esc cancels. To remove a row, select it and press Delete.

Dates are forgiving. You can type today, a short form such as 12/8, or something like 1 Sep 2026, and Money works out what you mean, following UK day and month order. That makes entering a handful of receipts quick.

Transactions dated before an account's opening date are allowed, so nothing is refused for being early. Remember that the balance before the opening date is shown as nothing, so such a row won't change the balance you see from the opening date on.

For a payment covering several kinds of spending, open the split dialog from the transaction. For money moving between your own accounts, choose a Transfer entry in the category list.

Saving and safety

There is no Save button. Every change is saved straight away, so there's no need to remember to save and nothing to lose if the power goes. The other side of this is that there's no undo. If you delete a row by mistake, you enter it again.

The safety net is backups. A backup copy is made when you close the money file, keeping the last 10. If something goes properly wrong, you can go back to one of those.

One account at a time

The register always shows a single account; there's no all-accounts view. That's a deliberate shape. Balances and reconciliation belong to one account, and a combined list would make it harder to match a row to a statement. For the overall picture, use the Home dashboard and the reports instead.

Habits that help

Keep the register close to your bank's by importing statements regularly and entering cash as you spend it. Glance at the running balance against your banking app now and then; if they match, you're in good shape. And use the memo for anything you'll want to remember later, such as what a refund was for.

Money by Zaweba keeps the register plain and quick, so a few minutes a week is usually enough to stay up to date.