You can create a new transaction from two locations in Commander. The Home page displays a “Create Transaction” button, and
the Transactions page includes a ”+” icon button. When you click either option, an overlay form appears on top of your current
page where you enter the transaction details.
The form begins with an amount field that displays ”-$0.00” by default. A toggle button on the left controls whether the
transaction is an expense or income—red with a down arrow indicates an expense (negative amount), while green with an up arrow
indicates income (positive amount). Click the toggle to switch between the two states, or type a minus sign in the amount field
to negate the value.The amount field requires a value greater or less than zero, and the app displays an error if you attempt to save a transaction
with a zero amount.Next, you can select a merchant from the dropdown menu or type to search and filter your existing merchant list. This field is
optional, but if you leave it blank, you must fill in the memo field below it. Creating a transaction with a new merchant name
that doesn’t exist in your list automatically creates that merchant when you save. If you previously linked a merchant to a
budget line, selecting that merchant automatically fills in the budget line field.The memo field provides space for transaction notes or descriptions. You must fill in either the merchant or memo field—Commander
displays an error message if both remain empty. In the main transaction lists, transactions display with their merchant name as
the identifier, but if you view transactions grouped by merchant, the memo field identifies individual transactions within that
merchant’s list.
The date field defaults to today’s date. Click the calendar icon to open the date picker, or use the
segmented input to adjust the month, day, and year individually. Below the date, select an account from the dropdown menu by choosing from
your list or typing to search. Commander requires an account selection before saving.The budget line field lets you assign the transaction to a category for tracking. Click the dropdown to select from existing budget
lines or type to search. You can also create a new budget line by typing a name that doesn’t exist in your list—Commander
creates the new line when you save the transaction. This field is optional; you can categorize unassigned transactions
later from the transactions list or from the transaction detail page.The transaction status checkbox at the bottom of the form defaults to “Settled” and toggles to “Pending” when unchecked. This
status helps track whether transactions, particularly credit card charges, have fully processed or remain pending with your
financial institution.
Click “Save” to create your transaction. Commander validates all required fields and displays inline error messages if information
is missing or incorrect. The form remains open until all validation passes. After successful creation, the form closes and your
transaction appears in the transaction list based on its date. Commander immediately updates the associated account balance to
reflect the new transaction. If you decide not to create the transaction, close the form using the Cancel button, the X button, or
by clicking away from the form.
