Accounts & Transactions
Track accounts, record spending, reconcile, and manage payees.
- Accounts & TransfersLearn how to manage your accounts in Zerosum. Add and organize budget, tracking, and loan accounts.
- TransactionsAdd, edit, review, match, split, and manage transactions across desktop and mobile.
- Manage PayeesClean up payees, control category, tag, and account behavior, and teach imports how to match noisy bank names and internal transfers.
- TagsOrganize transactions with custom tags. Create colored labels, drag to set priority, filter by tag, and track spending across categories.
- Reconciling accountsReconcile your Zerosum Cleared balance with your bank's posted balance, resolve differences, and lock confirmed transactions.
- Undo, Redo & HistoryAlmost everything in Zerosum is reversible. Undo, redo, or browse your full history timeline to recover from mistakes.
- Scheduled & recurring transactionsPlan future bills, income, transfers, and recurring activity. Learn what happens on the scheduled date, how Review and account defaults work, and how early bank matches are resolved.
- Searching transactionsSearch your Zerosum transactions by payee, category, tag, account, amount, date, or status. Learn the search prefixes, how to combine them, and how search works with the filter controls.
- Understanding account balancesKnow when to use Working, Cleared, and Uncleared balances—and why reconciliation ignores pending transactions.
- CalendarSee your money on a month grid, open day details, and select several days for combined totals.