Tags, statuses, and attachments

Categories answer what the money was for. This layer answers everything else: which trip, is it settled, where is the receipt.

Tags: the cross-cutting dimension

A transaction has exactly one category but any number of tags, which makes tags the right tool for questions that cut across categories: what did the kitchen renovation cost, across materials, tools and takeaway pizza? Tag everything kitchen-2026 and the Spending by Tag report answers in one view. Create and manage tags on the Tags page, apply them in the transaction dialog, and filter by them in the reports, the Detailed Transactions report especially.

Tags also have the tidy-up feature categories and payees lack: merge. Merging one tag into another moves every transaction across and deletes the emptied tag, which makes early tag naming decisions cheap to revise.

Cleared and Uncleared

Each transaction carries a small status badge in the list: U for Uncleared, C for Cleared. Click it to flip between the two. Bank-imported rows arrive Cleared and stay that way, since the bank has, by definition, processed them; their badge is fixed and says so.

Statuses do not change your budgets or reports on their own (though the Detailed Transactions report can filter by them if you ask it to). Where they genuinely matter is one calculation: the estimated balance on connected accounts, which takes the bank's last reported balance and adjusts it by your uncleared manual entries, the cheques and pending payments you know about but the bank does not yet. Mark those Uncleared until they land and the estimate stays meaningful.

Attachments: receipts where they belong

Any imported transaction can carry up to 5 attachments, images (.jpg, .png, up to 5MB each) or PDFs (up to 10MB). The paperclip icon on each row adds and views them, and fills in on rows that have some; the edit dialog manages the same set. Receipts for warranty claims, invoices for tax season, the delivery note you will otherwise never find again: attach them as transactions land and the filing system builds itself.

Editing safely

Moving between accounts. The edit dialog offers an account selector limited to accounts in the same currency, which keeps balances coherent on both sides of the move.
Future dates. Give a new transaction a future date and Endute asks whether you meant it: Create Now affects your balance immediately, Schedule Instead turns it into a scheduled transaction that enters itself on the day.
Deleting linked shapes. Deleting one leg of a transfer removes both legs, since half a transfer is worse than none. Loan repayment components cannot be deleted individually at all; edit or delete the repayment itself and Endute keeps the pieces consistent.

When in doubt, edit rather than delete

Deleting imported rows to fix a mistake usually creates a second mistake, because the bank feed remembers what it delivered. Recategorise, re-type, or split the row instead; deletion is for rows that should never have existed.

What next

Tags shine brightest in reports; the Reports guides cover the Spending by Tag view. And if your organising instinct is stronger than ours anticipated, the roadmap is where a more powerful rules builder is being explored.