The transactions table
Open any account and the first thing you see is its Transactions tab — a wide, spreadsheet-style table with one row per transaction, newest at the top. This page walks through each column and how the table behaves.
Columns
From left to right:
- Date — the posting date. Editable; click to open a date picker.
- Payee — who the money went to or came from (e.g., "Trader Joe's", "Employer Inc"). Editable, with autocomplete against payees you've used before.
- Category — what the transaction is for (e.g.,
Food & Dining > Groceries). Editable via a searchable dropdown of your existing categories. If you type something that doesn't match, a Create Category... option appears at the bottom of the dropdown so you can add it on the fly. See Assigning a category to a transaction. - Amount — a signed number: positive for money in, negative for money out. Editable. Cents are always shown to two decimal places.
- Balance — the running balance of the account through this transaction. Read-only; LedgerBear calculates it from the oldest transaction forward.
- Memo — free-form text, typically the raw description from your bank's export. Editable.
Selecting cells
Click any cell to select it. A selected cell shows a visible outline. Press Enter or start typing to begin editing it. Press Escape to cancel an in-progress edit without saving. Press Tab or Shift+Tab to move to the next or previous editable cell in the same row.
Marking rows for multi-select
The first column of the table is a checkbox column. Click a checkbox to mark a row. Marked rows are used for bulk actions (currently, bulk delete). You can right-click a single row to get a context menu that also lets you delete just that row, regardless of what's marked.
Right-click context menu
Right-clicking a row opens a small menu with:
- Add Transaction — inserts a new blank row for you to fill in.
- Create Rule... (or Edit Rule... if one already matches) — opens the rule editor pre-filled from the row you right-clicked. See Creating a rule from a transaction.
- Delete Transaction... — deletes the row, or all marked rows if more than one is marked. Always prompts for confirmation.
Saving
Edits save automatically in small batches. You don't need to click a save button. If a save fails (for example, because of a network issue), the failing row is flagged visibly so you can retry by editing it again.