Transaction links
Group several individually-booked transactions that belong to the same real-world purchase (gift cards split across two cards, concert ticket + on-site…
The transactions still count individually in budgets, categories and KPIs — the link is just a named view on top.
How does it differ from splits, tags and reimbursements?
- Splits divide one payment into several category legs of one transaction.
- Tags are ad-hoc labels for filtering — no shared metadata.
- Reimbursements are a 1:1 settlement between an expense and a refund.
- Links are N transactions sharing one named bundle (title, optional planned date, kind icon). A transaction can belong to at most one link.
Does a link change my budgets or KPIs?
No. Reports keep using each transaction’s own amount against its own category and date. The link total shown in the sheet (“Linked total”) is purely descriptive — for orientation, not double-counting.
Only part of a transaction belongs to the purchase
Split the transaction first (Add → Split), then link only the slice that belongs to the bundle. The link itself never stores partial amounts — that keeps accounting unambiguous.
What happens when I remove the last member?
You’re asked to confirm: removing the last transaction deletes the link itself. Until then, deleting individual transactions just removes them from the link.