Transactions

Any movement of money is a transaction. There are three types: expense (minus from an account), income (plus to an account), transfer (from one account to another within a book or between books).

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Add a transaction

Tap + in the top bar or the hotkey N.
Choose the type: expense, income or transfer.
Enter the amount, date and account. The date defaults to today. On the phone the “Date and time” sheet also lets you set an arbitrary time — hour and minute wheels under the calendar — and “Quick pick” (“Today”, “Yesterday”) is always counted from today.
Choose a category from the list or start typing a name — the hints will narrow down.
Optional: counterparty, project, tags, note, attachment. A category, counterparty, project and tag can all be created right from the form, without leaving it.
Save — Enter or the “Done” button.

Adding an expense: “+ Transaction” → amount → choosing a category and a counterparty → “Save”. The new entry appears in the list right away.

Adding an expense on the phone: the “+” button in the center of the tab bar → a bottom sheet with amount, category and counterparty → “Save”.

All fields except amount, account and category are optional. If you're in a hurry — three required fields, and the transaction is already saved.

Often you won't even have to pick the category: as soon as a counterparty is set, Svodly fills it in — from your rule or from that counterparty's history. A caption under the field says where the category came from; pick your own and the suggestion steps aside.

Creating a category, counterparty, project or tag on the fly

The category you need doesn't exist yet? There's no need to create it in advance. In the picker, start typing a name — Create “…” appears under the results; on the phone there is also a Create a new category button under the tree.

On the phone this opens the full creation sheet — the same one as on the “Categories” screen: the name is already filled in from your query, and you pick the icon, colour and parent right away, so categories made on the run don't come out as faceless twins. The type is locked to the form's active segment (“Expense” or “Income”). After Save the app brings you back to the transaction form — with the new category already selected.

A counterparty, a project and a tag are created on the phone in exactly the same way: the full “New counterparty” / “New project” / “New tag” sheet with the name pre-filled — a counterparty gets its type and tax number right away, a project and a tag get their colour and icon. In a business book the counterparty type is guessed from the direction of the transaction: income → client, expense → supplier. A newly created tag is added to the ticked ones.

For transfers there is no create-category button: transfer categories are system ones.

Dictate by voice

Under the amount field there is a “Dictate” button: up to 10 seconds of speech, and the draft lands in the form. “Coffee at Chocolate yesterday 450” produces a 450 ₽ expense dated yesterday, with a category picked by meaning and “Chocolate” as the counterparty.

What gets recognised: the transaction type, the amount, the date and the category. The counterparty, the project and the account are filled in only if you named them — otherwise the form's defaults stay.
Your own lists: the category and the counterparty are picked from the book's lists; recognition never invents new entities.
What you typed wins. If you have already filled a field, the recognised value does not overwrite it.
Nothing is written to the book silently. The draft is a filled-in form; the transaction appears only once you save it.

While recording, your voice is drawn as a waveform, and one second of silence after you finish sends the recording for recognition by itself. The “Done” button stays for noisy places where the pause cannot be caught.

The feature is in testing, so for now there is a limit of 2 recognitions per calendar day (Moscow time) per user; what is left is shown before the microphone switches on. The feature works on the phone, on a tablet, in the web and on the computer, and requires a connected Svodly Cloud: recognition goes through our server. Exactly what leaves the device — and what never does — is on the Security page.

The first time you use it, the system will ask for microphone access. If access is missing, the app says so before recording rather than after ten seconds of silence going nowhere.

A field-by-field breakdown of the phrase, how to speak so it lands, what happens to the recording and what the errors mean are in a separate article — “Voice input”, with a video walkthrough for the computer and the phone.

Quick-input widget (phone)

Even faster is the “Quick input” home-screen widget: two buttons, “Expense” and “Income”, right on your phone's screen. A tap opens Svodly straight into a prefilled transaction form of that type — you just enter the amount. There's no amount field in the widget itself: it saves the few taps spent launching the app and picking the type.

The widget's settings let you pick the book (“Book for quick input”) the transaction is created in. If a widget instance points at a book other than the current one, a tap switches the active book to it. You can place several widgets for different books.

Widgets are a mobile feature (iOS and Android); there are none on desktop or the web. The other home-screen widget is the cashback summary.

Home-screen widgets are phone-only (iOS and Android).

Десктоп

The quick-input widget is a mobile feature — switch the view to “Mobile”.

The “Quick input” home-screen widget: the “Expense” and “Income” buttons open a prefilled transaction form; the book is chosen in the widget settings.

Expense or income — that's obvious

Expense — money left the account (bought, paid, spent). Income — money arrived in the account (salary, sale, refund). You enter the amount sign in Svodly without minuses: the transaction type sets the direction.

Transfer — the money stayed with you

Withdrew cash from a card, topped up a deposit, paid off a credit card — these are transfers. A transfer doesn't affect “income” and “expense” in analytics: you don't get richer or poorer, you just move money around.

A transfer has two sides: “From” and “To”. If the currencies differ, a rate block appears with three fields — debit, rate and credit: fill in any two, the third is computed automatically. Below the block the rate is shown both ways (1 ₽ = 0.01 $ / 1 $ = 100 ₽).

If “To” is a savings account with unmarked goal steps, a “Step towards the goal” field appears above the category. Pick a step and its amount is filled into the empty amount field; once saved, the step is marked and refers to this transfer. A step is a one-off, so the “Repeat” block is hidden for it.

Attachments

You can attach a file to any transaction — a photo of a receipt, a screenshot of a confirmation, a PDF of a contract. On mobile — from the gallery or with the camera.

A cash receipt is easier to scan than to photograph: on the phone, point the camera at the QR code, and Svodly will pull the items of the purchase and the seller from the FNS, filling in the transaction automatically. See “FNS receipt scanner”.

In the transaction window — the Attach button.
Choose a file (on the phone — from the gallery or take a photo).
The attachment opens with a tap from the transaction card.

Files are attached one at a time. That way Svodly always knows exactly which file a QR code found on it belongs to.

The receipt QR code is found for you

If an attached file carries a fiscal QR code, the app asks: “A receipt QR code has been detected. Request the purchased items and the seller from the FNS?” Agree and the items, seller and details are filled into the empty fields of the form (whatever you typed by hand stays). Decline and nothing happens — but the attachment is saved either way. On the computer and on the web both pictures and PDFs are read; on the phone, pictures. The details are in “FNS receipts”.

The fast path: drop a file or “Share”

You don't have to open a transaction first.

On the computer you can drop a file anywhere on the window — a new transaction card opens by itself with the file among its attachments. While the file is over the window you can see where it will land. If a transaction card is already open, the file goes into it rather than opening a second one. Files are taken one at a time: drop a batch and the app says so and attaches nothing.
On the phone the system Share plays the same role: send any file from the gallery, a messenger or email to Svodly and a new transaction form opens with it attached.

In both cases the usual rule takes over: if a fiscal QR code is found, we offer to pull the receipt from the FNS; if not, the file simply stays attached.

The targeted drop zones on the computer are untouched: attachments inside an open card, “Screenshots and files” in the feedback form and a counterparty's documents still take the file for themselves.

Computer: drag a file from the file manager onto the Svodly window — a new transaction opens with that file attached.

Мобильный

Phone: “Share” a file from another app → Svodly opens a new transaction form with it attached.

For now the file itself is stored locally on the device, and only the attachment's metadata (name, type, which transaction it's linked to) syncs between devices. Full sync of attached files between devices is planned as a paid option.

Note

A simple text field — a couple of words about the context. “For Mom's birthday”, “Business trip to Samara”, “Returning the change”. The note isn't used in reports, but it is in search and filters.

List and calendar

On the Transactions tab — all your movements of money. On desktop and on the web the screen has two views, switchable in the header: “List” (a table with sortable columns and pagination) and “Calendar” (a heat map of spending by day). The chosen view is remembered separately for personal and business books. On mobile — a list grouped by day. At the top of both views — search and filters.

Search

Search looks across amount, date, category, counterparty and note all at once. Queries can be combined: “Magnit 1200” will find transactions at Magnit for roughly 1200 rubles.

Filters

Period — day, week, month, quarter, year or custom.
Account — one or several; account groups work too. The picker shows each account's current balance next to it — handy for choosing “which wallet” without switching to “Accounts”.
Category — the hierarchy expands; filtering by a parent includes its subcategories.
Counterparty and Project — independent chips; they appear once the counterparty or project directory is non-empty.
Tags — multiple selection with OR logic: a transaction makes the cut if it carries at least one of the ticked tags. The list groups “My tags” and “System” separately.
Transaction type — expense, income or transfer.

On a computer the filter bar is compact: inactive filters are collapsed into round icons, only the applied chips take up space, and when width runs short the chip row scrolls — the reset button and the right-hand action group stay put. The table footer (web and desktop) shows the total over the whole filtered selection — not just the loaded page: the net recalculates on every filter change, and a multi-currency selection shows a separate total per currency.

The set and order of the table's columns are configurable (the gear in the header) and remembered separately for personal and business books. The “Project” and “Tags” columns are hidden by default — switch them on if you use those dimensions.

Calendar

The “Calendar” view lays out spending as a heat map by day: the darker the cell, the more was spent that day. The layout adapts to the chosen filter period — day, week and “30 days” are shown as day tiles, a month as a month grid, and a quarter and a year as mini-calendars (in the yearly view a month's cell is colored by net: green for a plus, sand for a minus). Future days are hatched; transfers between accounts don't appear in the heat map.

The calendar helps you notice “expensive” days and the seasonality of spending. This is a view for desktop and the web; on mobile, transactions are shown as a list grouped by day.

The “List ↔ Calendar” toggle on “Transactions”: a heat map by day — the darker the cell, the more spending; the layout adapts to the period (week, month, year).

On the phone, transactions are shown as a list by day — the calendar view is available on desktop and on the web.

Editing

Open a transaction by clicking it in the list. All fields are editable: amount, account, date, category, counterparty, note, attachments. Changes take effect immediately, the account balance is recalculated in real time.

You can duplicate a transaction — the “Create a copy” button in the menu. Handy for recurring payments backdated.

Clicking a transaction opens the “Transaction card”: amount, type, category, counterparty, account, date, note and attachments — all fields editable; at the bottom, “Delete” and “Save”.

On the phone, tapping a transaction opens “Edit transaction” with the same fields and a “Delete transaction” button.

Deletion

To delete a transaction — the “Delete” button in its window. Confirmation is required once.

If you accidentally deleted a transaction you need — you can bring it back from the import history: every significant action (import, bulk edit, deletion) is saved as a separate “batch” and is rolled back with a single button. See “Import & export” → “Rolling back a batch”.

Where to go next

Voice input — dictate a transaction instead of typing it.
Auto-categorization — so the category fills itself in.
Recurring transactions — automatic templates for repeating transactions.
Budgets — limits on categories and counterparties for a period.
Import — bulk loading of history from a bank statement.
Analytics — reports on transactions.