Balance Adjustment Transactions

Quickly correct account balances by setting a target amount - the system automatically creates the adjustment transaction.

Problem: Users must manually calculate differences when reconciling accounts, risking errors with income vs expense signs.

Solution:

• User enters desired balance in account settings

• System calculates the difference automatically

• Creates appropriate income/expense transaction

• Account immediately reflects the new balance

Features:

• Automatic transaction type detection (income/expense)

• Optional note field for adjustments

• Preview showing current → new balance before confirming

• Supports all currency types

• Visible in transaction history

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Upvoters
Status

Completed

Board
💡

Feature Request

Date

8 months ago

Author

dmytro_sv

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