Transactions

Add a transaction

Moniepot gives you three ways to add transactions depending on how many you need to enter and where the data is coming from.

Bulk Entry

Add multiple transactions at once using a spreadsheet-style interface — ideal when you have several expenses to log in one go.

Import transactions from CSV

If you have a bank export or a spreadsheet of past transactions, you can import them all at once using the CSV importer.

Split and unsplit transactions

Splitting lets you divide a single transaction across multiple categories — useful when one purchase covers several spending areas.

Bulk delete transactions

If you need to remove multiple transactions at once — after importing duplicates or clearing out sample data — you can select and delete them in bulk.

Add recurring income

If you receive regular income — a salary, freelance retainer, rental income — set it up once and let Moniepot create the transaction automatically each period.

Set up recurring expenses

Recurring expenses are fixed costs that repeat on a schedule — subscriptions, rent, insurance, gym memberships. Set them up once and Moniepot tracks them automatically.