Transactions

Money in, money out, or moved between wallets — log it with Boe so the overview follows real items. You don’t wait until month-end to reconstruct it.

What Boe helps with here

• Log income, expenses, transfers, and investments
• Log without internet — items stay on the device and sync when you are back online
• Pick date, wallet, category, currency, and a note
• Attach several tags, or a spend-group tag
• Attach a slip, photo, or file to the item
• Speak so Boe fills the form, or photograph a receipt
• Set a recurring item, or link a goal, debt, card, or related asset
• View, edit, and delete past items from the calendar

Before you log

• Create the wallets you actually use, such as cash, bank, or investment
• Match wallet currency, because currency affects balances and reports
• Create needed categories, or pick a system category

How to log an item

1. Tap Log or pick a date on the calendar
2. Choose type Income, Expense, Transfer, or Investment
3. Enter amount and currency
4. Pick the wallet money comes into, or leaves
5. Pick category and the real date
6. Add a note, tags or group tag, goal, and proof if you need them
7. Check the details and save

After save, Boe updates wallet balances, calendar, reports, budgets, and linked data for that item type. If you are offline, the item appears immediately with a waiting-to-sync label, then syncs when the network returns.

Log without internet

If you are already signed in, you can log income, expenses, transfers, debt, and investments with no network. The item is stored on the device first, then syncs when you are back online. This works on iOS, Android, and the web app.

Full steps and what still needs internet: Log items offline.

Pick the right type

Income

Use this when cash enters a wallet — salary, side income, refunds, or interest. Pick the wallet that actually received it.

Expense

Use this when cash leaves a wallet — food, transport, or bills. Pick the right category so budgets and reports stay readable.

Transfer

Use this when you move money between your own wallets, such as bank to cash. Pick both source and destination. A transfer is not new income or expense.

Investment

Use this to record buys or sells of gold, stocks, funds, ETFs, crypto, and other assets. TangBoe connects cash flow to holding quantity. It records and tracks — it does not send live orders.

Log into a spend group

When you create a spend group, TangBoe creates a tag with the same name. Add items in two ways:

1. Open the group, then tap Add item — Boe selects the group tag
2. Use the normal log button, then pick the group-named tag before saving

If the group has locked money, the group tag is locked too. You can’t change the link until the group is unlocked.

Use tags so later search is easy

• One item can have several tags, such as Japan trip and company claim
• Reuse the same tag instead of creating near-duplicate names
• Personal tags can be added or removed as usual
• Locked system tags are managed from the source wallet or group

Details: Tags

Speak so Boe logs

Best for short items that just happened and you don’t want to type every field.

1. Open the logging form, then tap voice
2. Say the item and amount, such as “coffee 65 baht” or “got salary 30,000 baht”
3. Wait for Boe to fill the form
4. Check type, amount, category, date, and wallet
5. Save when the details are right

Boe fills faster, but you should still check numbers and category names before save.

Photograph a receipt

1. Open the logging form or the receipt shortcut
2. Take a new photo or pick one from the device
3. Wait for Boe to read shop name, amount, and date
4. Fill wallet, category, or anything still missing
5. Check the amount against the real receipt, then save

The photo should be clear, with total and date visible. Creases, glare, or several totals can confuse the read.

Attach proof and notes

1. Open extra details in the form
2. Add a note that helps you remember, such as payee, reference, or purpose
3. Attach a file or photo — slip, receipt, or proof
4. Check attachments before save

Never put PIN, OTP, seed phrase, private key, or full card numbers in notes or files.

Make it recurring

Rent, memberships, or repeating income don’t need a new log every time.

1. Open recurring options in the form
2. Pick a cycle such as daily, weekly, or monthly
3. Set start and end dates if you have them
4. Check the details and save

Manage all of them in Recurring.

Multiple currencies

1. Match the item currency to the real money
2. Pick a wallet that uses that currency
3. Check the rate or converted amount if the screen shows it
4. See totals on Home or Reports

Don’t change currency just to make a number match — wallet balances and reports can drift.

Edit or delete an item

1. Open the date on the calendar or search for the item
2. Tap it to open details
3. Edit, then check linked data before save
4. If you delete, read the confirm message first

Editing or deleting can change wallet balances, budgets, goals, debts, groups, and linked asset quantities.

If you have many items

Use CSV import for historical data or large batches. TangBoe shows a preview before the real import.

Check before save

• Item type is correct
• Amount and currency match the proof
• Source and destination wallets are the right ones
• Date matches when money actually moved
• Category, tags, and group aren’t duplicated or on the wrong item
• Investment items have asset, units, and buy/sell correct

Read next: Wallets · Categories · Spend groups · Reports · Gold · Stocks