Activities

Activities

Create activities to group related transactions for trips, events, medical care, home projects, weddings, or other real-life spending moments.

1. Open Activities.
2. Tap Create Activity.
3. Enter Title.
4. Select Date.
5. Add optional Note.
6. Tap Create Activity.

Select Activity For Transaction

Link a transaction to an activity while adding or editing it, so activity totals and reports stay complete.

1. Open transaction form.
2. Find Attach to Activity.
3. Select existing activity or tap + to create one.
4. Save transaction.

Outcome: Transaction appears inside activity detail.

View Activity

Open an activity to see its total cost, linked transactions, notes, filters, and actions for export, backup, edit, or delete.

1. Open activity.
2. Review title, date, note, and Net Total.
3. Review linked Transactions.
4. Sort or filter transactions.
5. Export, backup, edit, or delete from activity actions.

Note: Deleting activity does not delete linked transactions.

Activity Insights

Compare repeat activities with the same title to understand usual spend, top categories, and spending changes over time.

1. Create multiple activities with same title.
2. Link transactions to each activity.
3. Open latest activity.
4. Review previous spend, usual range, spending alert, and top categories.

Note: Advanced insights may require ExpenseKit+.

Activity Backup Restore

Restore a single activity from a JSON backup without rebuilding the activity manually.

1. Tap Restore Activity Backup.
2. Select JSON backup file.
3. Confirm restore.

Outcome: Activity restored. Matching transactions reused when possible.