Transactions
What it does
Transactions is where you record all money coming in and going out of your bank accounts. Each transaction can be categorised, split across multiple accounts, and reconciled against your bank statement.
Key actions
- Create income and expense transactions
- Split transactions across multiple categories
- Reconcile transactions against bank statements
- Bulk reconcile or delete transactions
- Edit, unsplit, and view transaction details
Getting started
Go to Banking > Transactions. Create transactions manually or import them from a bank statement file (CSV, OFX, QIF, MT940).
Agent-First CLI
Agents and developers can perform these actions via the numbors CLI or MCP tools — no UI needed.
> numbors do "Log £45 lunch at Pret, client meeting with John"
Records categorised expense (ACT_SAFE)
> numbors expense list
List recent expenses
Install: npm install -g numbors · Full API reference
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